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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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From: OldAIMGuy7/13/2023 7:03:02 PM
2 Recommendations

Recommended By
The Ox
Zen Dollar Round

   of 18883
 
Here's the view at the Half Year mark.........................................

International ETFs Composite Account

The Cash Reserve is slowly increasing as the ETFs recover from the 2022 bearish period.

U.S. Business Sector ETFs Composite Account

As with the International portfolio the U.S. Domestic account is slowly rebuilding the cash reserves as the invested portion recovers.

Tom's 10 Stock "Sandbox" Portfolio

The real surprise here is that this is the least diversified of the portfolios and yet it seems to have suffered the least during the 2022 downturn. Here, too, the cash is recovering nicely after working hard during the turn down.

Tom's Simple Contributory IRA (managed with AIM's cousin, Twinvest)

Similar to Dollar Cost Averaging, Twinvest takes one's periodic additions and splits the allocation between the growth component and the cash reserve. Here again we see that both positions are recovering nicely from the 2022 swoon.

Best wishes,
OAG Tom
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