Thanks Clive, Re: AIM-Lo...........
When I first started 100% full time investing in 1986, I set my portfolio up with about 75% generating living expense income and about 25% invested for "growth." Not too far off of your examples!
It was during the wonderful bull market of the late '80s and '90s that the Tail started to wag the Dog. At one point the Income/Growth ratio was essentially reversed. I've done an occasional hard rebalance of the entire portfolio when I've had excess cash on hand and bond funds have been way out of favor. Most of the time, however, AIM has been in control of what each section of the portfolio was doing.
BTW, those histograms are very good looking. In what software do you generate those?
Best regards,