Mapper's Account Talk

TSP:
Planning a move to safety. Warning signs are flashing yet folks choose to ignore. This reminds me of what was happening late summer 2011

COB today I'll be:
65G 35F
 
Damn, knew I should have added to my DGI position yesterday. Up over 10% today, but still undervalued, in my opinion. I guess volatility really is on the rise. I believe, overall, that is a bit of an ominous sign.
 
bought some TNA for the heck of it. If we don't get bounce early next week, I'll dump it Monday or Tuesday. If we do get a bounce, I'll lock in some pocket change gains.
 
Sold FB in my Roth.

Was up 30% on the trade and decided to book it. Techs have been flying high, I still see rough waters ahead and high probability to buy back at a lower price.


I also have my eyes on a few beat down equities that pay dividends. I plan to put the money to work again soon.

GWW, TROW and SYY are on my watch list. As is adding to my KO.
 
You need to be lucky twice to make a good trade. I did good selling off my remaining TSP equity positions (30%) last week but then I got sucked in by the action on Monday and put 30% back in. Made some lemonade from that lemon because I moved to F, which sort of kept pace.

At any rate, the Monday trade negated the move last week...and now I have only one IFT left for August. So, my 30% will ride this out, whatever this becomes, and I'll look for another entry. I'm keeping my eye on things. Before the breakdown I was a lot more bearish than I am now. I'm not sure why but I'm trying to keep it in mind. Corrections are usually considered 10% moves. We are very overdue for such a move. So far we haven't even gone down 5% in the major indices. Small caps are down closer to 7%...which, to me, says a move nearing 10% is VERY possible. That would put us solidly under S&P 1850 and approaching 1800.

So, If you're looking to ride this out, keep your sticky pants cinched up tight! With my remaining 70% of TSP funds I plan to wait for either A) confirmation of an up move, I'll use sentiment and Tom's 3-5 close rule for this OR B) completion of a 10% move down in Small Caps and nearly as big a move in a few of the larger indices.

That's my plan as of today anyway. Writing it down here in an effort to better keep myself to it!

I also keep looking for possible bargains in individual dividend stocks for my IRA and taxable accounts.

Good Luck!
 
Was out of town end of August/early September. My modest risk exposure worked great for this. Incrementally adding some exposure today.

TSP going from:
43G, 23.8F, 11.6C, 11.6S, 9.9I

to:
38G, 22F, 15C, 15S, 10I

If things start moving back up I'll have more shares engaged. If they go down I'll be able to buy again another day!

Good Luck!
 
Added some GE to my taxable brokerage

edit: Whoops, forgot to mention I bought a small portion of TNA in my IRA earlier this morning.
 
Following a quick drop on Monday I decided to add to my F position in my IRA this morning.

Looking at putting a few more chips on the table in TSP, BUT, given it is the 1st of month I may hold off a little more and see if volatility settles down.

Enjoy the early days of fall and take care!
 
My gut tells me it's time to sell my F fund shares and take a chance on the bullish side. I'm going to ignore my gut, at least for today.

Forgot to mention that I added some shares to my XOM position yesterday.
 
If you, like me, are looking for a good price on TWTR...time to start paying attention. Not where I want it yet but this action will help.
 
A lot of excitement this week. That said, I bet the major indices close flat on the day. Turning off the computer. Have fun guys!
 
Is it time to increase exposure a little bit? This is the question.

TSP started the day at
38.5G, 22.5F, 15C , 14.5S, 9.5I

Considering moving 10% from F into equities. Mostly S with a sprinkling of C & I.

Tempted to give it a day to see if this is an overtly false stabilization. If only I had a crystal ball!

Edit: I wouldn't be hesitating if we didn't have IFT restrictions. I want to do a small move into risk but don't like using up a precious IFT for a small move :mad:
 
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