In my FrizzB account talk is my percentage chart. This is the chart I use to make my allocations. Although the I fund hit 21.28 my calculations on the EFA has only gone as high as 20.17. This is what I now use for the high of the I fund. For every 9 pts the EFA goes down, I can add 1 %.
-
Welcome to the TSP Talk Forums forums.
You are currently viewing our boards as a guest which gives you limited access to view most discussions and access our other features. By joining our free community you will have access to post topics, communicate privately with other members (PM), respond to polls, upload content, join our AutoTracker, and access many other special features. Registration is simple and absolutely free so please, join our community today!
If you have any problems with the registration process or your account login, please contact us. -
Please read our AutoTracker policy on the IFT deadline and remaining active. Thanks!
-
$ - Premium Service Content (Info) | AutoTracker Monthly Winners | Is Gmail et al, Blocking Our emails?
Find us on: Facebook & X | Posting Copyrighted Material
-
20% Off Annual Premium Subscriptions!*
Ends Jan 18... Click Here For More Information
* For new or current subscribers -
Join the TSP Talk AutoTracker: How to Get Started | Login | Main AutoTracker Page
-
The Forum works well on MOBILE devices without an app: Just go to: https://forum.tsptalk.com ...
Or you can now use TapaTalk again!
Percentage Theory and Calculating the EFA and the I FUND
- Thread starter Frizz B.
- Start date
The I fund is a minus 5 pts to the EFA. EFA is at 21.09 to the I 31.04, and with the EFA starting up today, I believe that the I fund will make a good jump today. Hopefully it will pick up the 5 points and gain a couple. So I feel that it is a good day to take some off the table in this fund.
My mistake,
I stated "The I fund is a minus 5 pts to the EFA. EFA is at 21.09 to the I 31.04, (actually 21.04) and with the EFA starting up today, I believe that the I fund will make a good jump today. Hopefully it will pick up the 5 points and gain a couple. So I feel that it is a good day to take some off the table in this fund.
The I fund did pick up the 4 pts and added one for 11/22, and now the I fund is at 21.31 and the EFA is at 21.17, (14 pts higher than what it should be).
If the EFA fund is down for Monday, it will be a great day to buy.
If the EFA fund is up for the day, it might be a good day to buy.
I stated "The I fund is a minus 5 pts to the EFA. EFA is at 21.09 to the I 31.04, (actually 21.04) and with the EFA starting up today, I believe that the I fund will make a good jump today. Hopefully it will pick up the 5 points and gain a couple. So I feel that it is a good day to take some off the table in this fund.
The I fund did pick up the 4 pts and added one for 11/22, and now the I fund is at 21.31 and the EFA is at 21.17, (14 pts higher than what it should be).
If the EFA fund is down for Monday, it will be a great day to buy.
If the EFA fund is up for the day, it might be a good day to buy.
At EFA time 11:30, I have 70.95, which in my calculations is 21.08, and with the I fund being 14 points higher at the close on Friday than the EFA (I=21.31, EFA=21.17), I am going to go a little higher on my percentage of the I fund. In my Percentage theory, I would go 6% at 21.08, but I went 10% on the I fund looking to take some off the table tommorrow if the I fund gives up the 14 points and hopefully gives up some extra points at close today. I am lookinng at an extra 4 to 10 point fall in the I fund.
11/28/06 at 8:50 AM
At closing on the 27th EFA closed at 21.00 down .83% and the I fund closed at 21.16 down .70%.
Although the I fund went down, it picked up 2 more points on the EFA, it is now 16 points to high. At 11:50 AM, EFA time, the EFA was 21.07, (70.95) up .35%, but I still went from 10% to 12% on the I fund. I knew the I fund was 16 points to high and in my I fund theory I was hoping that the I fund would drop the 16 points and a little extra.
11/28/06 at 10:00 PM
HOLDING TRUE TO FORM
AT CLOSING BELL
EFA closed at 21.18 (71.33), a gain of .89%, and the I Fund closed at 21.12 a loss of .19%. The pendulum has swung again. The I fund went from a +16 to a –6 points, a swing of 22 points.
WHAT TO DO TOMMORROW
(11/29/2006)
If the EFA is up, I will take a little off the table, if the EFA is down, not sure what I will do. The EFA would have to be down over 1% for me to add funds to my account.
At closing on the 27th EFA closed at 21.00 down .83% and the I fund closed at 21.16 down .70%.
Although the I fund went down, it picked up 2 more points on the EFA, it is now 16 points to high. At 11:50 AM, EFA time, the EFA was 21.07, (70.95) up .35%, but I still went from 10% to 12% on the I fund. I knew the I fund was 16 points to high and in my I fund theory I was hoping that the I fund would drop the 16 points and a little extra.
11/28/06 at 10:00 PM
HOLDING TRUE TO FORM
AT CLOSING BELL
EFA closed at 21.18 (71.33), a gain of .89%, and the I Fund closed at 21.12 a loss of .19%. The pendulum has swung again. The I fund went from a +16 to a –6 points, a swing of 22 points.
WHAT TO DO TOMMORROW
(11/29/2006)
If the EFA is up, I will take a little off the table, if the EFA is down, not sure what I will do. The EFA would have to be down over 1% for me to add funds to my account.
11/29/06 at 5:39 AM
Tom’s comment in his market post this morning.
“The weakness in the dollar has been making headlines lately. I thought it was interesting that the I fund ended the day in the red.”
I was not surprised at all, I even bought more I fund shares. I have been charting the I fund vs the EFA. With the weakness in the dollar, the EFA did well, up .89%. Since I had the I fund 16 points to high, I felt that the I fund would drop in price, no matter what the EFA did for the day.
“With the dollar down 0.50% yesterday and the late rally in U.S. stocks, the I fund should get that loss back today in fair value alone” “
I hope this is true, with the I fund now at a –6, and if the EFA has a good day, the I fund, HOPEFULLY will have a good jump today.
Tom’s comment in his market post this morning.
“The weakness in the dollar has been making headlines lately. I thought it was interesting that the I fund ended the day in the red.”
I was not surprised at all, I even bought more I fund shares. I have been charting the I fund vs the EFA. With the weakness in the dollar, the EFA did well, up .89%. Since I had the I fund 16 points to high, I felt that the I fund would drop in price, no matter what the EFA did for the day.
“With the dollar down 0.50% yesterday and the late rally in U.S. stocks, the I fund should get that loss back today in fair value alone” “
I hope this is true, with the I fund now at a –6, and if the EFA has a good day, the I fund, HOPEFULLY will have a good jump today.
11/29/06 at 8:30 AM
Tom was correct on the EFA it is now at 72.13=21.42, this is a good day. Hopefully it will also add the 6 pts and the I fund will have a tremendous jump. Just in case it does not give back the 6 points, I am not going to take everything out of the I fund, I will leave 3 % there
Tom was correct on the EFA it is now at 72.13=21.42, this is a good day. Hopefully it will also add the 6 pts and the I fund will have a tremendous jump. Just in case it does not give back the 6 points, I am not going to take everything out of the I fund, I will leave 3 % there
VirginiaBob
Member
Frizz,
I just did a quick backcheck on your ideas although i used a 10 day MA for my 3.xxx factor and doing the switch at 3 cents rather than 11 cents, and here are the results:
24-Jun-2005 through 16-Oct-2006:
100% I-fund Returns: 39%
50% I-fund/50% C Fund: 16%
Switching between C and I when I is above or below EFA fund by 3 cents: 28%
Not sure what this indicates.
I just did a quick backcheck on your ideas although i used a 10 day MA for my 3.xxx factor and doing the switch at 3 cents rather than 11 cents, and here are the results:
24-Jun-2005 through 16-Oct-2006:
100% I-fund Returns: 39%
50% I-fund/50% C Fund: 16%
Switching between C and I when I is above or below EFA fund by 3 cents: 28%
Not sure what this indicates.
VirginiaBob,
It is nice to hear from someone who might think that this is a helpful chart. Not sure what it might mean but any calculations might help you decide what you might do in the future. I use the differential only as a guide. I use the above 10 points to add or subtract my % that I will move the I fund for the day.
I will use my comment of 11/29/06 at 5:39 AM as my example
11/29/06 at 5:39 AM
(Tom’s comment in his market post this morning.
“The weakness in the dollar has been making headlines lately. I thought it was interesting that the I fund ended the day in the red.”
I was not surprised at all, I even bought more I fund shares. I have been charting the I fund vs the EFA. With the weakness in the dollar, the EFA did well, up .89%. Since I had the I fund 16 points to high, I felt that the I fund would drop in price, no matter what the EFA did for the day.)
and although the EFA was up at the 9 am posting time, I still added more to my I fund account. The EFA gained .88% but the I fund lost .19%, and the I fund actually became a –6 pts, this is what I was hoping for. With the EFA up the next day I took almost all out of the I fund.
It is nice to hear from someone who might think that this is a helpful chart. Not sure what it might mean but any calculations might help you decide what you might do in the future. I use the differential only as a guide. I use the above 10 points to add or subtract my % that I will move the I fund for the day.
I will use my comment of 11/29/06 at 5:39 AM as my example
11/29/06 at 5:39 AM
(Tom’s comment in his market post this morning.
“The weakness in the dollar has been making headlines lately. I thought it was interesting that the I fund ended the day in the red.”
I was not surprised at all, I even bought more I fund shares. I have been charting the I fund vs the EFA. With the weakness in the dollar, the EFA did well, up .89%. Since I had the I fund 16 points to high, I felt that the I fund would drop in price, no matter what the EFA did for the day.)
and although the EFA was up at the 9 am posting time, I still added more to my I fund account. The EFA gained .88% but the I fund lost .19%, and the I fund actually became a –6 pts, this is what I was hoping for. With the EFA up the next day I took almost all out of the I fund.
12/07/06 AT 8:50 AM
This is what makes this tuff, although the EFA is up .60%, the I fund is 8 pts higher at yesterdays close, than what it should be, and that is from a –6 on 12/5/06. Do you take money off the table, or will the I fund compensate and go down even though the EFA is up. Quite often the I fund will go in the same direction for 2 to 3 days, so I am going to take the money and run.
This is what makes this tuff, although the EFA is up .60%, the I fund is 8 pts higher at yesterdays close, than what it should be, and that is from a –6 on 12/5/06. Do you take money off the table, or will the I fund compensate and go down even though the EFA is up. Quite often the I fund will go in the same direction for 2 to 3 days, so I am going to take the money and run.
Similar threads
