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Re: daisy42 post# 37148

Sunday, 09/15/2013 10:25:04 AM

Sunday, September 15, 2013 10:25:04 AM

Post# of 47148
Hi Daisy42.

With the exception of Sharpe Ratio, I've made some quick changes to reflect those suggestions. Thanks.

Generally AIM-HI does seem to broadly compare to 100% buy and hold for reward, but gets there with some cash in the bank rather than being in stock. Which is a bit like the interest on that cash deposit being comparable to the stocks gain - but obviously achieving such with less risk.

In some cases however AIM might do better than buy and hold, typically if the share price tends to zigzag or decline. In other cases AIM might fall short of buy and hold, typically when the share price trends upwards. AIM-HI in having greater stock exposure than classic AIM tends to more closely track an upward trending share price.

Clive.

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