InvestorsHub Logo

OldAIMGuy

05/16/24 10:20 AM

#47092 RE: karw #47091

Hi K, Re: ING history since 2019.............

Thank you for the concise summary and comments. Your Total Return (TR) including AIM trades, Price Appreciation and Dividend Capture looks very handsome. I sometimes look at the contributions made by each of these goals. In your case, Price Appreciation has contributed over 36% to the total return. 5 years of accumulated 5% dividend capture on average would have contributed around 25% to total return. It would appear that AIM's Volatility Capture also contributed very nicely to the T.R. With a slight negative "cost price" at the end suggests you've doubled value in that 5 year period or roughly a 14+% average annual return!

It's nice when a Plan works!

Best wishes,
OAG Tom