Safe AIM Stocks 4 – AIM IHT Portfolio Construction

AIM IHT Portfolio

You may also like...

2 Responses

  1. Robert Tucker says:

    Excellent work. Thank you, I had ploughed a similar furrow to derive an AIM list for inheritance Tax purposes. Unfortunately I didn’t come across your site until I had completed my effort. Yours is a much better thought through list, I’m afraid I used much more of a scatter gun approach without conducting comprehensive research into each company – I took the view that the “Experts” must know what they are doing and found myself investing in companies like Autins. On the bright side, the experts have sufffred greater losses than my portfolio. Whereas your decision to include Haward Tyler was a masterstroke. Well done. Thank you for a very helpful Financial advice e site for the individual investor. Just one observation to make, in one of your AIM portfolios you had indicated that you would remove shares that had experienced a 15% loss – isn’t volatiliity greater than 15% to be expected in an AIM share?

    • Mike Rawson Mike Rawson says:

      Thanks for the kind words.

      Yes, > 15% volatility is common. It’s a bit different with an IHT portfolio, but in general you should sell at between 15% and 20% down.

      Even with IHT portfolios, you can sell and rollover into another AIM stock without losing the tax relief.

Leave a Reply

Your email address will not be published. Required fields are marked *

Safe AIM Stocks 4 – AIM IHT Portfolio Construction

by Mike Rawson time to read: 2 min
More in Drawdown, IHT
AIM 100
Safe AIM Stocks 3 – AIM 100 2016

Last week we looked at AIM IHT planning from the bottom-up, using magazine articles and asset manager reports. Today we...