JTH's Account Talk

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I'm sitting in a 'Normal' allocation for me. I was planning on ratcheting back for a summer swoon. May still happen, but...

Anyone look at the Alpha offered by all the equities funds vs. their indexes. Yowser. And, the fact that we Feds have safe money in our FERS Pension. Starting to think that only dumb bunnies wouldn't be heavy in our equity funds.

But, then I remember my signature line. Ah, the memories of 2007 and 2008 plop into the flotsam. Still, with the AGG losing some air and the fact that investing in the 'G Fund' gives you a Dog Food Diet in retirement and the Alpha on our equities funds??? Who here doesn't think the best mutual fund managers wouldn't give their eye teeth for an annual +2/3% Alpha on the S&P500???
 
JimmyJoe said:
You may ask where is he getting these cool articles? It sure ain't mainstream media. Oil production and export in the lower Americas to pop. The olympics in Brazil will boost tourism and trade in the next few years. Think I fund. I'll leave this comment where it is.

The other Americas are booming: Latin America has its best prospects for a century - Americas - World - The Independent
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Trouble is those are emerging markets and the I fund doesn't invest in them. :mad:
 
Kaufmanrider said:
Trouble is those are emerging markets and the I fund doesn't invest in them. :mad:
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I'll do some research on what markets are referred to in this article. Plenty of time to plan. Point is that south of the border, these countries are more and more, places to invest in. Thanks Kaufmanrider.
 
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The individual companies that are listed in the I fund invest in the stronger emerging markets. They use their exports to access these countries and the profits flow back to the individual companies hopefuly making them more profitable and interesting to investors. Japanese companies make up at least 23% of the I fund companies and their shares are going strong. You've got to be future oriented to invest in the I fund.
 
Birchtree said:
The individual companies that are listed in the I fund invest in the stronger emerging markets. They use their exports to access these countries and the profits flow back to the individual companies hopefuly making them more profitable and interesting to investors. Japanese companies make up at least 23% of the I fund companies and their shares are going strong. You've got to be future oriented to invest in the I fund.
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It'll take time to filter to the EAFE markets, if hopefully they make much of an impact on them. So I'll happily await my Schwab Emerging Market fund (SCHE) to take off.
 
Frixxxx said:
Target?
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Thank you for asking, nope no target, I'm up 9.7% in the USAA accounts, it's been swell. I"m going to start hand-picking individual stocks within the small cap index & ETFs, I just needed to free up my positions. The USAA Mutual funds have been great, but they only allow End of day entry/exits and I'd like more flexibility in picking out the setups. The reality is I'm going to get serious and work my way up to doing this full-time. I have 4 years till I retire and I really don't want to do anything else, so if I'm going to make this happen, then I need to take it to the next level.
 
JTH said:
Thank you for asking, nope no target, I'm up 9.7% in the USAA accounts, it's been swell. I"m going to start hand-picking individual stocks within the small cap index & ETFs, I just needed to free up my positions. The USAA Mutual funds have been great, but they only allow End of day entry/exits and I'd like more flexibility in picking out the setups. The reality is I'm going to get serious and work my way up to doing this full-time. I have 4 years till I retire and I really don't want to do anything else, so if I'm going to make this happen, then I need to take it to the next level.
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When I retire, I want to be done.....Sail and scuba.....I will try for my goal, 1 Mil and my pensions with military/civilian.....Then I can take my SS check to the casino once a month!
 
JTH,

The more you have in the more you can make. In four years from now the Dow could be knocking on the door of 30,000. Especially if Bernanke continues with QE infinity into 2016 keep interest rates low. I'm going to leverage myself up to my chin.
 
JTH, Birch, Frixxxx
Anyone know where uptrend has been? havent seen a post in a while and was just wondering...Thanks
 
Birchtree said:
JTH,

The more you have in the more you can make. In four years from now the Dow could be knocking on the door of 30,000. Especially if Bernanke continues with QE infinity into 2016 keep interest rates low. I'm going to leverage myself up to my chin.
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I'm not trying to not be invested, just trying to setup for other/more buying positions and I have to wait 3 days for the funds to settle. I changed my mind last night, I'll be taking half the position off instead of the entire position, this will leave me with 2/3rds cash to work with.
 
When the SPX takes out 1565 we may see some massive moves in equities - and why not. So many people are still going to miss this buying opportunity which is classic so far for this market. The stock market leads the economy, as asset prices inflate for Bernanke so does the economy follow.
 
It's looking real good out there. It looks like most people out there are not sure which way the market is going to go, so they are investing a little bit in everything. They can stumble about, like bumblebees, in the wilderness for the next 5 years, pollinating all the funds.
 
Birchtree said:
When the SPX takes out 1565 we may see some massive moves in equities - and why not. So many people are still going to miss this buying opportunity which is classic so far for this market. The stock market leads the economy, as asset prices inflate for Bernanke so does the economy follow.
Click to expand...


Welcome to Birch's World!

nobody mention....market correction

Correction?? We don need no steenkin' correction!
 
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