Replies to post #44188 on A.I.M. Users Bulletin Board (AIMUSERS)

[OldAIMGuy]

Hi V, Re: Example.........

Yes, that AIM holding is set with 10% Buy SAFE, zero Sell SAFE and 10% of Portf. Control for minimum trade size. However, as the holding approaches the maximum cash level, I switch to 5% sales in combination with 'vealies' to contain the reserve and keep it close to the target cash level.

You'll see in the trade history that there are a lot of 5% sales once cash has recovered. The Sell target price is calculated as though the trade will be 10% when reached, but instead I'll sell just 5%.

The cash max target is based upon something similar to the v-Wave and moves with the perceived market risk.

OAG

[OldAIMGuy]

Hi V, Re: vealies in GNRC example...............

Here's the history on the vealies done along the way with GNRC:

Date          Cash Reserve           Cash "Target" 
 06/24/19          38%                   39% 
 09/13/19          40%                   37% 
 10/10/19          39%                   36% 
 10/31/19          39%                   35% 
 01/20/20          39%                   41%

These were mixed with actual sales which kept the cash reserve in a tight range near the cash target amount for the perceived risk at those times.

Best regards,
OAG Tom

[Toofuzzy]

Vitali

I think one other change Tom uses is to set SAFE as a % of PC instead of STOCK VALUE. I don't know how to explain the effect this has. Maybe Tom can expand on this.

Toofuzzy