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Toofuzzy

09/18/14 10:02 AM

#38171 RE: ls7550 #38167

Hi Clive

You are right about the US taxes. Holdings over one year are taxed at a lower rate or if in lower tax brackets, not at all.

Your annalisis makes sense intuitively but it doesnt seem to address the benifit of Aiming, the advantage Aim gets from increased volatility. Am I missing something?

I wonder what the difference would be between using leveraged funds or just using LOW DOWN AIM where you just set portfolio control to 2 or 3 times innitial buy amount with SAFE of 5% and min order size of 10%

Toofuzzy
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SFSecurity

09/18/14 1:52 PM

#38172 RE: ls7550 #38167

Half in 2x, half in bond over any one year period will reasonably track the underlying over that year long period.


Interesting point. Yesterday I got a PDF from Wells Fargo - they are trying to get my trust accounts under their management, fat chance that - and it had an interesting graphic. So I extracted it to validate Is7550's point.



Best,

Allen