Saturday, March 26, 2005

AIM Stock/ETF Fixed Commission Transaction Calculator v7.2

core position trading,cpt,aim,automatic asset allocation,automatic investment management,Lichello,Robert Lichello,buy low sell high,stocks,stock market,exchange traded funds,etfs
The AIM Stock/ETF Fixed Commission Transaction Calculator v7.2 is now available.

In addition to the minor changes in v7.1 (see a previous post below),
a NET % and $ Difference pop-up display related to the current potential Transaction Price can now be toggled on the main screen.
This is in addition to the previous function of showing this information
for a RANGE of prices in the Price Range Calculation.

This is a text version of a typical popup you will see:

The proposed SELL Price of $3.080000
corresponds to a NET Price of $2.982639
The Previous NET Price entered is $3.771250

That is a NET Price difference of $-.788611
or -20.91%

The NET $ difference, based on 72 shares
is then $-56.77

You may also see some additional text if, as in this case, the
transaction is definitely not recommended:

NOT a recommended SELL transaction --
(A Sell, with % and $ NET Differences less than zero)

AIM program and contact information at:
AIM Stock/ETF Buy Low Sell High Transaction Calculator

Wednesday, March 23, 2005

What a Difference $1 Makes

core position trading,cpt,aim,automatic asset allocation,automatic investment management,Lichello,Robert Lichello,buy low sell high,stocks,stock market,exchange traded funds,etfs
A spreadsheet of Robert Lichello's "classic" 10-8-5-4-5-8-10 cycle can be downloaded through the link on the page AIM by-the-book classic buy low sell high spreadsheet study.

A modification using 10-7-5-4-5-7-10 gives nearly 50% better results over the same number of transactions, but at the expense of increased volatility and requiring ponying up additional cash during each cycle. (A "cash/total value" ratio of -4.55% near the end -- requires $27,339 to be added to a $600,821 account. The ending value, OTH, is +13.54% -- is +$196,399 cash in a $1,450,649 account.)

For a copy of the 10-7-5-4-5-7-10 spreadsheet, contact me through a contact link on one of my pages at AIM Core Position Trading.
Include "AIM spreadsheet" in your e-mail subject line.

AIM Stock/ETF Fixed Commission Transaction Calculator v7.1

core position trading,cpt,aim,automatic asset allocation,automatic investment management,Lichello,Robert Lichello,buy low sell high,stocks,stock market,exchange traded funds,etfs
The AIM Stock/ETF Fixed Commission Transaction Calculator v7.1 is now available.
This adds support for:
1) Larger transaction amounts and related values, such as PoCo, to 6 digits.
2) Additional paths to WordPad.
3) Some minor cosmetic changes.

Program and contact information at:
http://www.bean-d.com/cpt/aim-stock-etf-transaction-calculator.php
http://www.bean-d.com/cpt/aim-stock-etf-transaction-calculator.php

Thursday, March 17, 2005

Any WordPad Problems with Your AIM Stock/ETF Buy/Sell Calculator Program?

core position trading,cpt,aim,automatic asset allocation,automatic investment management,Lichello,Robert Lichello,buy low sell high,stocks,stock market,exchange traded funds,etfs
I know of at least one instance where after doing a Price Range calculation, and you click on "Yes" to display the resulting list file (PriceLst.dat) in WordPad, nothing happens.

The file IS there; while not accessed automatically, it can still be accessed manually in WordPad or some other editor. But the convenience is lost. If this has been a problem, here is what you need to know.

First, questions for you to answer:

1) Do you have WordPad on your system?
2) Is it installed?
3) Where is it?

1) Do you have WordPad on your system?
WordPad is a standard application with Windows. Use the Taskbar Start Search function to search for "WordPad".
If you see in your Search Results file names like WORDPAD.EX_ (several files with a "_" as the last character of the file name extension), you have WordPad on your system.

2) Is it installed?
The next question is, is it installed? If so, you should see in your Search Results several WordPad file names with full 3-character file name extensions. These include EXE, CNT, FTG, FTS, GID, HLP, INF, and INI.

3) Where is it?
If installed, note the drive and directory where all the files named in step 2) are found.

Solving the Problem:

If you find files in 1) above but not in 2), then you have WordPad but it isn't installed. Do the Windows bit -- "Control Panel | Add or Remove Programs | Add/Remove Windows Components" -- and see if you can install it there. If that doesn't work, forget trying to get help from BillyBoy Microsucks Gates, just contact me (see below) and I'll send you a zip file with WordPad files in it.

The AIM calculator program v7.0 and prior looks for WordPad in the directory
"Program Files\Accessories" IN THE DRIVE FROM WHICH YOU ARE RUNNING THE CALCULATOR

Make sure there is a directory "Program Files\Accessories" in the drive from which you are running the calculator. If you are running from the C: drive, there may or may not be. If you are running from some other drive, there most likely WON'T be.

If necessary, create a directory and subdirectory "Program Files\Accessories" in the drive from which you are running the calculator. (Note that there is one space in "Program Files".)

If you have an installed version (file names have full 3-character file name extensions) of WordPad in some other drive/directory, COPY (don't MOVE) all those WordPad files to the "Program Files\Accessories" directory in the drive from which you are running the calculator.

If you had to get the files (zipped) from me, put the zip file in that directory and unzip it there. Run WordPad once from Windows Explorer that directory after unzipping it to see if it works. (If by chance it doesn't, contact me). Assuming it does work, then run the calculator program, doing a Price Range Calculation, and see if it works then. I'll assume it does, but if not, contact me.

To contact me, go to
http://www.bean-d.com/cpt/
http://www.bean-d.com/cpt/
and click on "Contact" near the bottom of the page. Make your e-mail subject line "AIM and WordPad: