Replies to post #39588 on A.I.M. Users Bulletin Board (AIMUSERS)

[SFSecurity]

Hi Clive, So, given that we are long in the tooth in this bull market, would you set the buys and sells asymmetrically? Say 3 sells and 10 buys?

Then there was the fellow who said that instead of Portfolio Control being adjusted 50% when you buy one should use 54-58% and you would get better results. Have you played with that and been able to confirm or deny that result?

Thanks,

Allen

[jaiml]

Hi Grabber,

In my mind, those $ going to PC are 'excess', which aren't really invested with the expectation of an eventual gain anyway. At least within the context of Lichello's use of them.

true. Except for dividend paying stocks. But as you said, that is outside Lichello's context.

[SFSecurity]

Hi Steve, Okay, LD-AIM makes a lot of sense, but what I don't see is how to load a position I'm already into it.

I have a bunch that I inherited and are significantly down. I have GTC orders in place to dump or diminish in size for all of them so I can have cash for new positions down the road. When that happens I'll start fresh LD-AIM positions. Until then I need to get a handle on the current positions without a lot of cash for buying in the falling positions.

The other thing is that a couple of them are just too large a percentage for good distribution of risk.

Thanks,

Allen