A.I.M. Users Bulletin Board

[ls7550]

start a new account. Large, bond, small, foreign, REIT in that order.

Good advice as ever Toofuzzy.

If I am 20 years old and starting to invest,saving $5,000 / year, it will take me 4 years to even start AIMing one AIM account

For a 20 year old, 100% stock is perhaps OK. A AIM alternative to that is to use AIM HI (20% initial cash reserve).

BRK B series is somewhat stock index like (BRK holds something like 30 other businesses)

Here's a AIM HI variant (20% Buy Safe, 0% sell Safe, 10% min trade size, Vealie 20%), initially allocated $2066 total (stock+cash). Total gains. I chose $2066 as the share price at the start date was $20.66 so it allows for better direct comparison in the chart of AIM total portfolio value (top of blue bars) compared to 100% buy and hold (red line).



and that traded :

Month	Traded $ 
 Jan 1997	-195.20 
 May 1997	-414.99 
 Jun 1997	-400.68 
 Jan 1998	-339.15 
 Feb 1998	-431.45 
 Mar 1998	-766.66 
 Jun 1998	-400.94 
 Sep 1999	219.86 
 Jan 2000	370.36 
 Feb 2000	465.34 
 Sep 2000	-460.99 
 Dec 2000	-435.49 
 Dec 2001	-479.96 
 Nov 2003	-663.20 
 Jan 2004	-607.62 
 Feb 2004	-536.89 
 Oct 2006	-854.21 
 Sep 2007	-563.91 
 Oct 2007	-878.12 
 Nov 2007	-795.21 
 Dec 2008	677.56 
 Jan 2009	608.60 
 Feb 2009	1052.04 
 Jan 2010	-1259.53 
 Feb 2011	-968.66 
 Feb 2013	-1163.31 
 Apr 2013	-906.88 
 May 2013	-1059.33