AIM RE-bal

[jibes]

Jibe

I haven't run any test scenarios yet, but what have you seen in terms of performance superiority vs. using just AIM?

Port 1: XMSR BA AEIS and RDC
AIM Re-Bal was +55% AIM on each stock done seperately garnered +23% as a group. Not too bad.

Port 2 ARTI PALM BWS and ZQK
AIM Re-Bal was +40% and AIM done on each stock totaled +24%.

I don't know how these Ports would have done if grouped together and AIMed without rebalancing so it's not a true comparison.

Those are the only two ports Iv'e done so far.

I notice in your example for february(re-bal), if you subtract the "value" column from the ideal value, the diff column seems to be off by $3(1863 - 1720 = 143). Am I missing a value somewhere?

I was waiting for someone to spot that. It's a mistake I made when doing that page. I need to fix it but I forgot to do that when updating my site.

Jibes