Replies to post #44961 on A.I.M. Users Bulletin Board (AIMUSERS)

[OldAIMGuy]

Hi Clive and Happy New Year,

As the U.S. government tosses $trillions around like they used to do $Billions I'm beginning to wonder when inflation will show up in a meaningful way to the average investor. Currently REITs are a bit out-of-favor even though it appears inflation is now a real possibility. Generally REITs have done well in such periods.

A while back you discussed having Investments, Land and Gold (permanent portfolio?) or their proxies as a three way total portfolio. How does that model feel today in the approaching post-Covid era?

Best wishes,
OAG Tom

[Toofuzzy]

Hi Clive

I find your study interesting and your conclusion my be a little hidden for some.

AIM does a pretty good job timing the market.

While buying at the bottom and dumping near the top may do as well or better than buy and hold I know for myself I am not THAT good at timing the market.

AIM gives me a certain discipline to follow. It is passive market timing.

I know I ran out of cash in the 2000, 2007, and 2020 market crashes so it is not like I didn't get to put my huge cash hoard to work.

I honestly don't know how others get buy on this board with 50 % cash as a upper limit. I look at it as a starting point though I am STILL below that now. And honestly, now that I am retired and actually pulling funds from my account, it is even harder to keep the cash reserve up, a reason I hope to accumulate more REITS.

Toofuzzy