Cash Levels Continue to Climb

Sure, the Top 50 are sporting a stock allocation of over 78%, but the total tracker showed we raised cash for the 4th week in a row.

2011 Fund Allocation ~ Top 50 Chart 3.jpg
2011 Cash-Stock Exp ~ Top 50 Chart 1.jpg

The I fund now leads the S fund in largest allocation among the Top 50.

Total Fund Allocation Chart 3.jpg
2011 Cash-Stock Total Exp Chart 1.jpg

Here we can see we're getting more conservative even as this bull has been hitting fresh 2-year highs. I doubt those cash levels will drop too much more unless the bottom falls out of this market as many of our participants maintain some stock exposure at all times.

I'd have to say though, that these charts make it easy to see why our sentiment survey has been on a buy as much as it has.
 
CH,

The problem with betting against our folks (as the Sentiment Survey does) is that we care about our investments.

We ain't the 'Dumb Money'

Always take that to the bank, eh...
 
I tend to agree with you on that. We have folks on the MB who are younger and more inclined towards risk, while also having older investors who are less so. One size certainly does not fit all.

Boghie;bt2797 said:
CH,

The problem with betting against our folks (as the Sentiment Survey does) is that we care about our investments.

We ain't the 'Dumb Money'

Always take that to the bank, eh...
 
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