coolhand's Account Talk

Since I can't remember what my password is for the tracker (I PM'd Tom), I am posting here that I made a transfer to 20/50/30 CSI.
 
After my recent Operating System reinstall, I have been unable to recover my email list of those who were corresponding with me outside of TSPTalk.

Please drop my an email if you want to continue previous communication.

~coolhand
 

Coolhand,

Thanks. This is a good article. Institutional Investors are buying. This means that we still have the wind helping from behind our backs. On the other hand, accumulation is "downtrending indicating that institutional investors are selling into the rally." I believe that the rally should continue to the upside for a "a while longer" because the massive liquidity injected has not been withdrawn and also because institutional investors try not to sell their massive stock holdings all at once, so as to avoid affecting their gains/profits and shaking the stock market abruptly. So far Intel earnings and financials are reporting good news. Regards.
 
Given fund performance so far, would you consider moving some out of S and add to C holdings?

The "C" Fund has outperformed the "S" fund in modest fashion the past week. About .50% overall. And only .30% in the past month. But so far this year the "S" fund is leading the "C" fund by about 11.5%. At this point I would not consider the recent action by the "C" fund to be a longer term trend, but I'm also not hard over on overweighting the "S" fund either. They've been close enough in pricing action the past several weeks to warrant a more balanced portfolio.
 
Quote:
Originally Posted by RonUSPSretired
Given fund performance so far, would you consider moving some out of S and add to C holdings?

The "C" Fund has outperformed the "S" fund in modest fashion the past week. About .50% overall. And only .30% in the past month. But so far this year the "S" fund is leading the "C" fund by about 11.5%. At this point I would not consider the recent action by the "C" fund to be a longer term trend, but I'm also not hard over on overweighting the "S" fund either. They've been close enough in pricing action the past several weeks to warrant a more balanced portfolio.

CH,

Good advice.
Ron and CH below is a response I left on JTH's account. The S fund has been out performing all accounts. Even my <1% option has out performed the C fund.

JTH,

A move into the S fund appears to be the smart move. The S fund has out performed all funds so far YTD.
This is from my Excel speadsheet and all funds started with $100,000.00 at the beginning of 2009. These figures are the total YTD as of 10/14/09.

<1% $124,623.39
80,5,5,5,5 $106,087.83
30,35,35 $126,550.36
100% - C $119,663.45
100% - S $130,067.55
100% - I $128,936.23
 
My experience with the S fund through the years has been that it drops more than the C fund in a pull-back. Once the recovery is found at support levels the C fund tends to outperform. However, as the rally progresses and matures, more speculative money increases in the S fund. I learned somewhere that the S fund many times does better than C when interest rates are kept low. Warning: this observation is anecdodal and may not be totally precise.
 
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