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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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From: OldAIMGuy8/30/2024 12:27:27 PM
   of 18867
 
Re: AIM Cash Reserve levels....................

My U.S. Sector ETF portfolio was started at the end of May in 2009. It started at 8% Cash Reserve. Here's the cash track record as of the 1st of the year each year since:
Year Start Start Cash Reserve Previous Year Gain
2010 26% +24.6%
2011 12% +17.2%
2012 13% - 0.7%
2013 21% +13.2%
2014 30% +24.6%
2015 27% + 3.2%
2016 27% - 5.2%
2017 17% + 9.9%
2018 21% +16.2%
2019 15% - 5.9%
2020 14% +25.2%
2021 21% +13.6%
2022 18% +15.4%
2023 10% -11.6%
2024 12% +16.2%
To Date 16% +11.0%

A surprise here is the low cash at the start of the Covid Year and yet there was a portfolio gain by the start of 2021 of 13.6%, even with all that thrashing. Cash was spent down to just 10% of that portfolio by April of that year but was back up to 21% by the end of 2000.

2022 was a sour year for performance, down nearly 12% at the end. Starting cash of 18% was drawn down to just 10% by year's end. The work of rebuilding the cash reserve levels continues with a sale this AM in the Healthcare Sector. Overall, my cash reserve levels have been lower than the v-Wave and the MRI suggested levels. Like Dire Straits said, "If you want to run Cool, you got to run on Heavy, Heavy Fuel."
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I've not subjected this account to regular withdrawals for living expenses so far. I did take out 5.5% of value at the end of 2000, however.

Best wishes,
OAG Tom

Buy from the Scared; Sell to the Greedy.....
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