Replies to post #4107 on A.I.M. Users Bulletin Board (AIMUSERS)

[Qarel]

Hi Bernie,

of course you are right. SPY has been showing some exceptional action the last few years. A more than 50% rise in about two years and then a breakdown is very exciting, and hardly representative for a fund that is often seen as a proxy for "the market". And of course, almost always when Mr B&H ends up in the red, AIM will have done better. Good points, I always like to make them myself.

But I am still interested in what Vortex AIM could do over for example that period (98/01/01-02/07/01).

Regards,

Karel

[Conrad]

Karel, Berbie

Bernie wrote:

Here's what I found starting in January of 1998.
SPY price as of January 1, 1998 $98.313
SPY price as of July 1, 2002 $84.71
This would give Mr. B & H a net loss of 14%
Mr. AIM started with a portfolio of $20,000.
163 shares worth $16,000 and $4,000 in Cash Reserve.
As of July 1, 2002 Mr. AIM has 157 shares worth $13,278 and $5,785. Total Portfolio Value of $19,060 for a net loss of a little less than 5%.

In relation to my Vortex Simulation with the download from the link that Karel gave me I get different prices for the dates that Bernie mentioned for SPY:

02-01-1998 gives me a price of $ 92,91
01-07-2002 gives me a price of $ 97,03

These prices are so different that I doubt that we are dealing with the same stock data.

Karel, can you find out the name of the company for which you gave me the link for the daily data that ran from 2/Jan/98 till 10/Jul/2002?

Your link was given as:

You can download all data easily via the link Download Spreadsheet Format on that page, which points to
http://table.finance.yahoo.com/table.csv?a=1&b=1&c=1998&d=7&e=10&f=2002&s=sp...

It is important that I use the correct name reference for that run.

Bernie, could you please give the link for the data you used? Then I want to compare my results with yours. You may have used monthly prices instead of daily prices.

Regards,




Conrad