Replies to post #38087 on A.I.M. Users Bulletin Board (AIMUSERS)

[SFSecurity]

Superb analysis of the "slippage" that can easily be missed and yet counts for a lot in the long run. In 10 years this amounts to 8.29% or $8290 on $100,000 in the fund. Not huge, but not chump change. It would pay for a reasonable vacation from sweating over your investments Thanks Is7550.

Also thanks for the pointer on using Adblock. I didn't know about the scripting possibility. I was running Adblock Plus but was having problems with some sites that seemed to go away when I disabled it, but it may have been other causes so I'll try it with your script.

Hope your trip is going well.

Best,

Allen

[karw]

Hi ls,

Simply because they benchmark to a net total return version of the S&P index, but in some cases they don't actually incur those taxes/costs.


These costs could be the sum of dividend tax, trading costs, brokerage costs, other taxes,other costs. Then the expense ratio could have costs like: computer/office/salaries/carfleet overhead etc.

The question is if 0.5% is a reasonable number?

Diversify by either style or industry using index funds, not individual stocks.

5 core sectors, 5 stocks per sector, all equally weighted.
It would be interesting to construct such an index for AIMers on this board.

Lately I compared the SP500 ranking order(capital value) vs the ranking order of the year before. I was surprised to see the number of changes and came to the conclusion that the economy(or at least the SP500) is very dynamic. An AIM index should accomodate this dynamism somehow?

Best Regards,K