T. Rowe Price Science & Technology Fund

This investment started in 1995 for my son's college. I was using Dollar Cost Averaging. Then I  came across Silicon Investor and the AIM method. Because I dislike brokers (sorry if you are one!,  no offense), I was looking for a way to get the emotion out of investing for myself.  Then I read Mr. Lichello's book.  Anyway after reading Mr. Lichello's book I started AIM'ng this investment (1 of 10) in late 1997. Today you can see the results!
as of 04/21/2000
Picture 2 : Line graph of buys / sells
Picture 3 : Bar graph  of stock / cash
The spreadsheet above tells the story.  Year 2000 was tough for all in this fund. AIM managed efficiently and performed better than B&H.  And NOW AIM is building on the managed risk and will gain much faster in the next up cycle. AIM is slowing catching the long term B&H. Being behind 23% at the first of 2001 and now only behind 13%.  When and if the fund price hits $39 per share AIM will be even with the long term B&H and surpass them from then on in each insuing cycle.

Recalculations were done to include the various distributions to the fund for B&H since '97 (Notice increase in shares). With these calculations it shows B&H outperforming AIM since inception.
Site Meter