Hi Tom, So when are we going to have another get together?
Given all that is going on and the long in the tooth of the bull market we might well need to meet and greet as well as share what to do next.
Been reading "Investing at Level3" by James Cloonan of AAII fame. Interesting ideas that might well be combinable with AIM. Some of what he writes about is very similar but what is different might well be useful in selecting positions going forward, that is, after waiting until Orcroft's method about when to buy and/or MCAD crossover, it is time to put available cash to work.
BTW, that crazy mistake I made a while back that added ~20% to the tax loss when I did tax loss harvesting is sticking quite well. Not only did I get reduced taxes but also cash to sit on for a while until the right time to get back in. Sweet.
Best,
Allen