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SFSecurity

02/16/18 6:21 PM

#42723 RE: OldAIMGuy #42722

Hi Tom and Adam, Using a percentage increase during a bull market makes so much sense so that during "corrections" we might get some buys to help offset the cash accumulation.

Given this, might it not make sense to use a negative portfolio percentage increase (actually a decrease) during longer term or deeper down markets?

I can readily see how to do the plus side in the spreadsheet but I'm not sure how to do the change over when a down market of more than 10% occurs.

One possibility would be to run a second item in parallel to the primary one, i.e., run SPY or an index like ^GSPC (Yahoo's S&P 500) and enter data at the same time we update the primary position. The problem with this is that we'd have to update more frequently which is what AIM does not want you to do.

Any better ideas?

Best,

Allen

Toofuzzy

02/17/18 2:09 AM

#42724 RE: OldAIMGuy #42722

Hi Tom

Of course if you need income from someplace to live on it might as well come from the dividends throw off from the bond funds.

Toofuzzy