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OldAIMGuy

05/27/22 12:39 PM

#45938 RE: Adam #45937

Hi Adam, Re: Cash held in reserve......................

Here's my current amounts by portfolio:

Portfolio Strategy Current Cash Reserve
Income Portfolio 7%
Ultimate Buy/AIM Portf 13%
U.S. Sector ETF Portfolio 16%
International Style ETF Portfolio 20%
"Sandbox 10 Stocks" Portfolio 26%


The Income portfolio was drawn down earlier and has not yet started to even look like adding any cash back soon. The Sandbox stocks were around 35% cash before the glacier started melting. The U.S. Sector portf was around 20% cash back in January but is now 16% of a smaller total value with the etf declines.

Cash is being held primarily in MMFs with some in RAVI for slightly improved yield.

Best regards,
OAG Tom