A.I.M. Users Bulletin Board

[lostcowboy]

While My Synchrovest spread sheet is not set up for including costs yet, I think I have found a way to include them up front. If you take $20,000 and divide it by 85 weeks you get $235. This would be the weekly installment amount with out cost. With cost of $20 +.06 of $235, we end up with $200 a week to put into the spread sheet, or $17,000 to invest. This first set of numbers is with the spreadsheet set to sell at a profit of 50%.We invested $20,000, had a cost of $3,000, $17000 useful cash to invest, and ended up with 177.6 shares of stock at a average cost of$89.34. We invested $15,865.71 in Stock and have $1,163.02 in the cash reserve for a total worth of $18,922.56. So we had a loss of -5.39%. Please note that we never had a sell. We will now lower the sell percent until we get a sell. At a sell percent of 33% we get a sell at the 79th period at a stock price of $118. Now then after the sell, Synchrovest starts to invest much more money, so the costs goes up.After the sell we only have $111 to invest out of $235. So out of $20,000 we had cost of $3,534 and were able to invest $16,466. We have 58.95 shares at a average cost of $106.35 We have invested a total of $6,269.19 After the sell off. We have a cash reserve of $15,331.79 ready to be reinvested in this stock. Our total portfolio is worth $21,226.77. We have a profit of 6.13% based on $20,000. At this Time Synchrovest is thinking of going on a bear hunting trip. Note based on investing every week this should be the best you can do with Synchrovest.

But recently I had a question on how one may invest a lump sum of money in Synchrovest, so I will post what would have happened if we had invested $20,000 in a Family of funds with a Front end load of 20% or $4,000 right of the top. Man, they have some good salesmen! Well lets see what Synchrovest can do. With only $16,000 to invest, I decided to tweak all the knobs. Planned investment is $16,000 divided by 85 fir $188 a week, but this time we are using all of it, as we are well stocked with cash. We end up with a optimum sell percent of 35%. I played with the trigger point, for when we start using our second installment, and it made a big difference, we gained a few thousand right there. Mr L had it at 1.00, I set it to 1.05. Ok to sum it all up! We started with $20,000 and lost $4,000 up front, so we were down to $16,000. Starting out. At the end we have 53.04 shares at a average cost of $104.44 a share, we have invested $5,539.58 in stock after the last sell off. We have $24,837.93 in the cash reserve ready to go. The total portfolio is worth $30,141.97. For a profit of 50.7 percent, based on $20,000. Synchrovest is out hunting BEAR!! Please remember that I tweaked every knob to get this! We could not get it in real life, but it is nice to dream!