Just updated the Roth on it's bi-monthly schedule (mid and end). No transaction here (yawn).
The account made two purchases each in Jan and Feb and one in mid March, then laid off the ensuing rally until making two buys each during the dips in June and July. Stock Value was only about 1% above the buy-line for this update. Cash was down to 18%.
Fund selection criteria has hinged on approximating predetermined allocation guidelines, along with some good old fashioned buy-what's-down-the-most bargain hunting.
The account is still at about -5.5% cumulative YTD, but with the AIM algorithm continually and dispassionately enforcing it's discipline we somehow remain unconcerned. -sl
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