Replies to post #38104 on A.I.M. Users Bulletin Board (AIMUSERS)

[ls7550]

Currently i am not using equal weight, but do it the way Lichello described it in the book. When you have a buy, you can buy any stock, Lichello tries to buy a new stock.

In the "What to feed your money machine" chapter of Lichello's book he advocates keeping your Bluechip stocks equally weighted.

For a UK investor with equal weights in (except for BRK which is counted as a 3 times larger weighting i.e. index of other stocks (that avoids withholding taxes as BRK pays no dividends))

RDSA.L, BATS, GSK.L, HSBA.L, BRKA £, DD £, MCD £, MSFT £

Calendar yearly gains :

2006 6.4
2007 16.2
2008 2.7
2009 5.6
2010 19.3
2011 7.4
2012 3.2
2013 22.5

Fiscal Yearly gains (to April)

2007 4.5
2008 0.9
2009 9.9
2010 27.3
2011 7.0
2012 10.1
2013 16.3
2014 8.1