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Mike's Account Talk
- Thread starter Mike
- Start date
Mike
TSP Pro
- Reaction score
- 8
imported post
At the end of today, I'll be 15 C, 50 S, 35 I.
As much as I hate the C fund, it *will* start outperforming the S at some point - it always happens as an economic expansion matures. Whether or not it will happen this month, I don't know. So, this is a hedge play... plus with the market dropping, it's a buy-in opportunity (though I really hate myself for not bailing on Monday to buy in now - *sigh*).
At the end of today, I'll be 15 C, 50 S, 35 I.
As much as I hate the C fund, it *will* start outperforming the S at some point - it always happens as an economic expansion matures. Whether or not it will happen this month, I don't know. So, this is a hedge play... plus with the market dropping, it's a buy-in opportunity (though I really hate myself for not bailing on Monday to buy in now - *sigh*).
Mike
TSP Pro
- Reaction score
- 8
imported post
Effective at the end of today:
20 C
50 S
30 I
I'm moving 5% I into the C fund (this is purely a profit-taking move)... knowing that the euro is up big against the dollar (1% at last check :shock
. Our own market has turned slightly red, so perhaps I can catch the C fund on a reversal day and get a lower buy-in point. That's the thinking, anyway.
The I fund could push above $15 today based on current EAFE and currency movement. Terrible day to buy into the I but a nice day to sell some.
Effective at the end of today:
20 C
50 S
30 I
I'm moving 5% I into the C fund (this is purely a profit-taking move)... knowing that the euro is up big against the dollar (1% at last check :shock
. Our own market has turned slightly red, so perhaps I can catch the C fund on a reversal day and get a lower buy-in point. That's the thinking, anyway.The I fund could push above $15 today based on current EAFE and currency movement. Terrible day to buy into the I but a nice day to sell some.
vectorman
TSP Pro
- Reaction score
- 21
imported post
Mike I don't think it's thatterrible of a day for those who may buy in to the I fund, at least for the short term. After going through it correction we can now more clearly see which way the market wants to go.Look at this chart, using the one month time frame, to see more clearly. Look how high theEFA went on Dec. 6.
http://bigcharts.marketwatch.com/intchart/frames/frames.asp?symb=EFA
The money is there, so if the conditions continue to be positive, we should see a new high for the I fund. I saw where one person thought the I fund was getting to high. But that is all relative. As longasinvestors are willing to buy and invest hoping to get some return, then price is really not the issue. Just look at google,people are still willing to buy in!
Mike I don't think it's thatterrible of a day for those who may buy in to the I fund, at least for the short term. After going through it correction we can now more clearly see which way the market wants to go.Look at this chart, using the one month time frame, to see more clearly. Look how high theEFA went on Dec. 6.
http://bigcharts.marketwatch.com/intchart/frames/frames.asp?symb=EFA
The money is there, so if the conditions continue to be positive, we should see a new high for the I fund. I saw where one person thought the I fund was getting to high. But that is all relative. As longasinvestors are willing to buy and invest hoping to get some return, then price is really not the issue. Just look at google,people are still willing to buy in!
vectorman
TSP Pro
- Reaction score
- 21
imported post
Sure it's great to buy low , then sell high. But you and I both know that with the system we have to work with through TSP, things sometimes don't happenperfectly. I had noticed where some members had diversified and were planning on putting somein the I fund. I was just just trying to make them feel better, especially if they had just read your comment about a terrible day to buy into the I fund. I was just pointing out that I believe it may go a little higher. The potential is definitely present.It's over $15.00 a share now. Are you selling all, or will you hang in there a little longer. Ifthe answer is hang in there a little longer, then you must also believe the I fund will go higher.
Sure it's great to buy low , then sell high. But you and I both know that with the system we have to work with through TSP, things sometimes don't happenperfectly. I had noticed where some members had diversified and were planning on putting somein the I fund. I was just just trying to make them feel better, especially if they had just read your comment about a terrible day to buy into the I fund. I was just pointing out that I believe it may go a little higher. The potential is definitely present.It's over $15.00 a share now. Are you selling all, or will you hang in there a little longer. Ifthe answer is hang in there a little longer, then you must also believe the I fund will go higher.
Mike
TSP Pro
- Reaction score
- 8
imported post
Effective at the end of today:
15G
20C
50S
15I
Check out the article I posted in the "More on the I fund" thread. It points out some very interesting information that I think anyone currently holding shares in the I fund ought to read. The gist of it is each time there's a flood of cash going into the overseas markets (as there is now), those markets tend to drop ~4+% in the following 3 months. That's not good.
So, with that said, I'm reducing my exposure to the I fund. The fact that it went over $15 per share again made the decision a lot easier. I'll likely unload my remaining shares in the I fund on the next big up day or shortly thereafter.
Effective at the end of today:
15G
20C
50S
15I
Check out the article I posted in the "More on the I fund" thread. It points out some very interesting information that I think anyone currently holding shares in the I fund ought to read. The gist of it is each time there's a flood of cash going into the overseas markets (as there is now), those markets tend to drop ~4+% in the following 3 months. That's not good.
So, with that said, I'm reducing my exposure to the I fund. The fact that it went over $15 per share again made the decision a lot easier. I'll likely unload my remaining shares in the I fund on the next big up day or shortly thereafter.
Mike
TSP Pro
- Reaction score
- 8
imported post
Effective today:
40C
60S
C fund went up $0.01 after I sold it, and the S fell $0.07. Hopefully, today will be relatively flat.
The two funds are neck-and-neck this month in gains, so I'm hedging my bets here. I'm going to avoid the I fund 'til it corrects... probably.
Effective today:
40C
60S
C fund went up $0.01 after I sold it, and the S fell $0.07. Hopefully, today will be relatively flat.
The two funds are neck-and-neck this month in gains, so I'm hedging my bets here. I'm going to avoid the I fund 'til it corrects... probably.
Mike
TSP Pro
- Reaction score
- 8
imported post
I'm continuing to hold my 40 C / 60 S allocation. The I fund has once again joined the party with big gains in the past few days. There are now serious rumblings out of Japan regarding an intervention to stop the slide of the Dollar v. the Yen, though.
The S fund continues to look better than the C, but it also shows its trademark volatility at times.
I'm continuing to hold my 40 C / 60 S allocation. The I fund has once again joined the party with big gains in the past few days. There are now serious rumblings out of Japan regarding an intervention to stop the slide of the Dollar v. the Yen, though.
The S fund continues to look better than the C, but it also shows its trademark volatility at times.
G
Guest
Guest
imported post
Will be pluggin' for you Mike
Will be pluggin' for you Mike
Mike
TSP Pro
- Reaction score
- 8
imported post
Well, the jobs report was mixed, which will calm fears of inflation and a more aggressive federal reserve policy - this will hurt the dollar and help the I fund.
US markets are down a bit right now, but they could easily finish up on the day (have been both in positive and negative territory thus far, but not moving much either way).
I am contemplating lightening up some more on the S fund, but I may just sit tight for a day. I'll figure something out in the next hour.
Well, the jobs report was mixed, which will calm fears of inflation and a more aggressive federal reserve policy - this will hurt the dollar and help the I fund.
US markets are down a bit right now, but they could easily finish up on the day (have been both in positive and negative territory thus far, but not moving much either way).
I am contemplating lightening up some more on the S fund, but I may just sit tight for a day. I'll figure something out in the next hour.
