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OldAIMGuy

06/21/14 9:23 AM

#37801 RE: karw #37798

Hi K, Re: Ultimate Buy and AIM account....................

Congratulations on the very healthy net increase since 2010.

My UBA account is up a similar amount (+61%) but that is invested in a retirement account that is not taxed and doesn't have any withdrawals until 'later.' That account is currently at 30.3% cash, so again isn't too far off your level.

UBA activity so far this year have been:
Buy 6% more DEM (March), now 100% invested.
Sell 5% DTH (May)
3 "vealies" for FVL (cash target is fully satiated)
2 "vealies" for DON " " " " "
1 "vealie" for DLS " " " " "


I think there are many of us who are starting to feel the "burden" of healthy cash reserves. I'd like to see an opportunity to recycle some of that cash as well.

As the old saying goes, "Be careful for what it is you wish!" :-)

Best regards,