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Adam

02/03/15 11:33 PM

#39060 RE: SFSecurity #39058

Hi Allen, yes the spreadsheet is there under AIM software when you click on Excel template.

My additions are the following:

1. the hold zone (buy and sell) and the percent width of the hold zone

2. the ability to increase the PC over time. For funds that are rising I put in 5-6% increase/ year.

3. virtual shares and real shares. That's how implemented Steve's LD-AIM idea. I believe Toof does the same. For most of my programs I use total/real shares = 1.3 ( a mild form of LD-AIM)

Adam