Systematic Investing Group

[OldAIMGuy]

Hi One_S,

Re: Twinvest.................

1) I always started with the NAV or share price at the time of the startup. The code doesn't really care if the market is over or under priced at the time. It will build up equity and cash over the long run.

2) The way I ended several Twinvest accounts was when they became large enough to become AIM. I stopped funding it monthly and then just flipped the switch to AIM. I used the average cost/share of all the Twinvest buying in one case and that worked okay at the time. In another I just used the "today" price for the date I made the conversion.

I left the Equity/Cash ratio where it was from Twinvest and let AIM take over that work.

So, converting to AIM essentially gets the "selling procedure" under way.

3) I continued to monthly fund a new Twinvest after the latest one had been converted to AIM.

Best regards, Tom