Rod's Account Talk

The "F" Fund never has been kind to me!:grumpy:

This was the first time I've play it in over a decade. It returned 0.95% for me since 19 Feb. It might give some of that back today. Therefore, I had better pocket what I can.
 
A wise/good investor always sticks to their game plan unless they have good reason not to. I (nor anyone else) truly knows how Mr. Market is going to react going forward, although we can certainly speculate (see above post). With that said, my game plan has always been to re-enter (C) and/or (S) after they fell beneath my exit levels (see above posts). So, is there good enough reason to deviate from my game plan? Some would say the uncertainties of COVID-19 is good enough reason. Some would say the continued inverted yield curve is good enough reason. Of course, I am concerned about these. But, I don't want to miss a leg up if that leg up is in the cards. Even if it is an interim leg up. Therefore, don't be surprised if I IFT back into (C) and/or (S) today, and strap myself in. As most of us do, I won't make that decision until shortly before the deadline. 5 minutes until opening bell...

God Bless :smile:
 
Just thinking "outloud"...

I think the (S) fund will be more exposed to COVID-19 than (C).

If I IFT, 100 (C) might be the better choice.
 
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I wouldn't call S-fund the tech companies. There's a lot of small banks and oil refinery companies, etc., where the big tech companies are in the S&P 500 (C). And larger global companies are more likely to be impacted by overseas economies, imho.

I could be wrong, but just adding to your outloud discussion. :)


Just thinking "outloud"...

I think the (S) fund (tech) will be more exposed to COVID-19 than (C).

If I IFT, 100 (C) might be the better choice.
 
I wouldn't call S-fund the tech companies. There's a lot of small banks and oil refinery companies, etc., where the big tech companies are in the S&P 500 (C). And larger global companies are more likely to be impacted by overseas economies, imho.

I could be wrong, but just adding to your outloud discussion. :)

You are correct, Tom. I should not have given it a blanket "tech", especially since the DWCPF consists of only about 16% tech. Whereas the S&P 500 consists of about 24%. Thank you for that catch!
 
This worked to my advantage from 2 Nov 2009 to 23 Dec 2019, averaging 28% annually. Therefore, effective COB:

60 (C)

40 (S)

I am strapped in for the eventual wild ride!:drive: Will I become a buy-n-holder for another 10 years? :D Maybe! ;)

God Bless :smile:
 
Off the highs of the day because of bond yields. Think we are going red. But, how will the day end?
 
Not a terrible day in light of the bond yields. As mentioned earlier, let's see how the futures and eventual opening bell reacts to President Trump's COVID-19 news conference.

BTW, HUSH UP CNBC. Stocks did not "tumble" today! :rolleyes:
 
More downside is a certainty. But, a relief rally should be around the corner. With that said, I am quite satisfied with the prices at which I bought into (C) and (S).

(C) is @ 5 Dec 2019 levels of 45.7107 (I sold @ 47.1444 on 23 Dec)

(S) is @ 22 Nov 2019 levels of 54.1496 (I sold @ 56.3118 on 23 Dec)

Of course, I will ride (C) and (S) down further if that relief rally doesn't come tomorrow. But, I am happy to lock in these prices. My plan all along after I IFT'd into (G) on 23 Dec 2019 was to buy in lower than what I sold. I exercised that plan, meeting my goal. I now need to contemplate how long I will remain in (C) and (S). Although I've joked about buy-n-holding for another 10 years like I did from 2 Nov 2019 to 23 Dec 2019, I have no plans to do that at this point. Therefore, I may not be disappearing from the forum after all. :D

God Bless :smile:
 
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