Some notable top 50 from the AT:
SignStealer is 100% S fund, and kicking butt.
Birchtree's profile says he hasn't made an IFT since May 2011. That can't be right, can it?
wwwtractor remains 100% I fund (since February), this guy is hard to keep pace with, no?
Other notables:
Lucy with 55 IFTs already this year!
Klear with 40 IFTs!
Boghie is pretty evenly distributed with I fund his lowest holding at 10%, #500 on the AT. A thoughtful investor, I shoulda watched him sooner.
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Anyhow, sitting at #550 on the AT, I'm moving a little around today.
April sucked, and May has been kinda volatile but so far profitable.
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Today's IFT-
From: To:
G - 20% 10% (small safety net for now)
F - 10% 5% (I want out of F, but hate to sell low)
C - 35% 50% (This is where I think the value is right now, while the S&P500 is lagging a bit, these seem poised with stability)
S - 15% 25% (Maybe too late, and maybe buying high, but damn if I can resist this wave that's, hopefully still, brewing. Gambler's folly?)
I - 20% 10% (Europe gave this a boost this week, but Vlad the Masculine can wreak havoc with it by spinning a tank turret toward Ukraine it seems, then WhoTF k
knows about Asia)