A.I.M. Users Bulletin Board

[OldAIMGuy]

Hi Rien, The first judgement is whether the deep diver has merit better than another investment.

After that determination has been made, if one wanted to re-start the AIM process of compounding LIFO gains by selling some portion of the portfolio and reducing Portfolio Control by that amount, it certainly would get some activity sooner.

I think it was Keith (Lemonhead) that talked about this back in 2000 initially. I poo-poo'd the idea saying that creating a situation where one sells a substantial portion of the portfolio at a loss makes it difficult to return to profitability. I suggested selling all or just patience. It would seem that patience is wearing quite thin these days!

One needs to determine if the investment is salvageable or "beyond salvage."

Best regards, Tom