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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: OldAIMGuy who wrote (18837)	1/20/2024 10:37:04 AM
From: OldAIMGuy	of 18865

Here's the v-Wave for this week....................... The 3-5 year is unchanged again for this week while the 18 month forecast is correcting a bit from its recent worries. My portfolio of international "style" type ETFs didn't quite get back to previous highs during 2023 but did improve overall. +13.3% YOY, 17% cash reserve at year's end. My portfolio of 10 common stocks hit a new record high at the close of 2023. +20.05% YOY, 19% cash reserve. Being a Retirement Account I've highlighted the mandatory distributions in yellow. Mr. LIchello's Twinvest is a great way to accumulate and build for future AIMing. Here's my contributory IRA at the end of 2023 as built with Twinvest. 20.0% cash reserve at year's end. Again, the mandatory distributions are shown in yellow. This account will easily roll to being an AIM account going forward now that I'm retiring. It's a very simple portfolio of Vanguard's VUG Growth Fund and a near cash equivalent ETF, RAVI. There's also a small amount in a money fund. The cash portion of the histogram is the combined value of RAVI and the MMF. Best wishes, OAG Tom

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