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

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From: OldAIMGuy	1/28/2023 11:43:16 AM
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Re: Sandbox Stock Portfolio............ If Monday closes well, my "sandbox" portfolio of ten individually AIM'd stocks will have erased the 2022 loss of 13.45% completely. As of yesterday the account is up 15.2% for January. The Cash Reserve dropped from 36% at the close of 2021 to just 16% of the account value while Mr. Lichello advised me to buy shares over the year. Thanks Mr. L! (oh, and there was a distribution of cash as this is an IRA and I'm ancient!) Best wishes, OAG Buy from the Scared; Sell to the Greedy.....

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From: OldAIMGuy	2/2/2023 2:52:39 PM
	of 18912

The January Rally helped make for some pretty pictures: 10 Individual Company Stock composite International "Style" type ETF composite portfolio U.S. Business Sector ETF composite portfolio Contributory Simple Retirement Account Best wishes for the rest of the Year!, OAG Tom Buy from the Scared; Sell to the Greedy.....

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From: OldAIMGuy	2/5/2023 12:08:57 PM
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Negative returns for most of this 15 years. Central Bank Warfare.... Prior to the New Millennium the 13 Week Treasury Rate was usually around 1 basis point above the CPI Inflation Rate. That all changed with new Treasury and FED policy brought on after the DotCom bubble. Since then, and specifically since 2008's 'financial crisis', fixed income investors have had a hard time creating a positive real rate of return. The FED and the U.S. Treasury seem to be waging war on senior citizens. When will we see interest rates return to their historic trend of being higher than inflation? It's nice to have Cash finally being a reasonable lubricant in our AIM engines. While not great, it's far better than it was during most of the last two decades. For almost all of the New Millennium we've had negative real return on Cash as Inflation has been higher than Interest on short term treasuries, and that's harmful to AIM's total return. Even so, there's always a cost for insurance, even Portfolio Insurance. AIM insists we own some through most markets. That's okay, I wouldn't own a car or a house without insurance, either. Best wishes, OAG Tom

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From: OldAIMGuy	2/25/2023 10:07:20 AM
	of 18912

Re: v-Wave histogram........................... It's hanging right around its Median value since 1982. Potential and Risk balancing act. Best wishes, OAG

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From: OldAIMGuy	3/13/2023 1:18:38 PM
	of 18912

I put up a new haiku today relative to crypto. It seemed fitting! Extraordinary Popular Delusions And The Madness Of Crowds Is this 'Chapter 666' of this book? What the Devil is going on here? OAG Tom amazon.com

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From: OldAIMGuy	4/17/2023 3:24:49 PM
	of 18912

Seeing Convergence inflation and ST Rates offers us some hope Buy from the Scared; Sell to the Greedy.....

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From: OldAIMGuy	4/24/2023 11:15:39 AM
	of 18912

I neglected to post my various portfolios activity through the end of March. Here they are: 9 International ETFs (Style) My Sandbox 10 common stock portfolio U.S. Sector ETF portfolio Contributory IRA account (Using a modified Twinvest formula for monthly additions) Most of these were in "Hover" mode for March. Best wishes, OAG Tom

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From: OldAIMGuy	5/29/2023 3:25:32 PM
	of 18912

Note this week how far the NASDAQ Comp. has moved in relation to the Dow 30 and to a lesser extent, the S&P 500. youtu.be Best wishes on Memorial Day, OAG Tom

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From: OldAIMGuy	6/1/2023 2:14:21 PM
	of 18912

May has gone but without much change. YTD is still looking okay for most of these portfolios. AIM continues to give good guidance on the use of the cash and the accumulation of shares. (Cash Reserve = 16%) (Cash Reserve = 10%) (Cash Reserve = 22%) (Cash Reserve = 18%)

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From: OldAIMGuy	6/15/2023 8:15:21 AM
	of 18912

With the markets teasing my GTC Sell orders, this song came to mind! youtube.com A sign of a bull market is that "Good News" is treated like good news and "Bad News" is treated like good news. A sign of a bear market is that "Good News" is treated like bad news and "Bad News" is treated like bad news. The FED didn't raise rates (good news?) and the markets turn downward. The FED said it is considering two more rate hikes (bad news?) and the market futures have turned downward. Hmmmmm. It's looking more like a bear market might be creeping up on us! Best wishes, OAG Tom

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