Hi Coach, Re: UBAHP and the Ultimate Retirement AIM portfolio.....
The account, when restructured last November, was never quite a finished project. I'd meant to shift to about a 60% "stocks" and 40% "income" (each piece with its own part of the total cash reserve) but the market got in the way of my plans. I never was able to sell off the CHY portion of the former portfolio do to the proper funding of the other components.
So, it ended up being nearly 60/40 the other way around - 60% toward the income side and about 40% on the "stocks" side.
What really came up short was the cash reserve end of things. I bought all the components I needed, but couldn't fund the cash reserve of each piece properly. If/When CHY rises to its own proper level again, I'll be able to flesh out the cash side of the other holdings. Or, if the markets take a happy pill, maybe they'll self-fund their own cash reserves.
In either case, my intent is to dramatically reduce the Income side some time in the future. Again, if the STOCK side rises in value, then maybe we'll get toward the original goal of 60/40 Stocks to Income.
My initial intent was to relatively closely match the UBAHP as closely as possible (with the exception of CASH) and then AIM it to see how it would do with some more active management. The market played a trick on me and I never quite got to the proper portions on the income side, however.
Hope this helps,
Tom
Market Data 
Markets 
AI
