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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: Mark19   😊 😞
Number: of 6131 
Subject: Re: A mechanical strategy
Date: 03/25/23 4:43 PM
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This could help also.



PC = stock price
PC increases by 1/2 purchases



SAFE = 10% of stock value SV = stock value
Min order size = 5%
Start with 50% cash and 50% stock

If SV > PC
( Potential sale )

(SV - PC) - SAFE = x
If x > .5 SV then sell x

If PC > SV
( POTENTIAL BUY )

(PC - SV) - SAFE= X
if X > .5 SV then buy X
(also increase PC by 1/2 X )

Write down the monthly prices for a whole market cycle ( spy, TSLA, ) maybe something that goes down then up and something that goes up and down.

You will have a lot of months with no trades.

AIM does better than underlying on the way down and not quite as good on the way up. It takes at least one market cycle.
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