What do you think, F fund's future?

[jpcavin]

Must have been a negative fair value. F only
up .3%.

I guess we get it tomorrow? Who knows.

Tomorrow or else I'll be pretty mad.

 

[clester]

Looking at a 5 year chart of agg this morning. Amazing climb with just a few blips. I have never liked playing the F fund but Its growing on me.

 

[jpcavin]

Looking at a 5 year chart of agg this morning. Amazing climb with just a few blips. I have never liked playing the F fund but Its growing on me.

Don't get too attached. Fear is what's buying the bonds. I can't say I ever really liked the F fund. Just wanted to make a little more than the G while I wait to get back into equities. Keep a watchful eye.

 

[clester]

F fund down big today maybe 1% if agg is a guide. 108.5 is the level I am watching. Below that is a change in trend.

 

[jpcavin]

F fund down big today maybe 1% if agg is a guide. 108.5 is the level I am watching. Below that is a change in trend.

Not too concerned. The FV they owe us should keep us from losing too much. Just waiting for reverse confirmation to get into equities. Will see what we close at.

 

[clester]

Still too much volatility for me to look at stocks. I can't take moves over 2%.

that's one of my rules. Who knows what could happen. Right now it looks like alternating days up and down with 4% moves. That's just gambling. I especially hate holding over weekends.

 

[Boghie]

Still too much volatility for me to look at stocks. I can't take moves over 2%.

that's one of my rules. Who knows what could happen. Right now it looks like alternating days up and down with 4% moves. That's just gambling. I especially hate holding over weekends.

Clester,

Being that you are retired, and that you were smart enough not to be in for the dump, this market is definitely too chaotic to 'invest' in.

You are in a very good situation. This 20% dump has given your account lots of growth potential for free. This fear will not last long. Wish I were you.

 

[clester]

Thanks. Yeah I was lucky to miss most but not all the drop. I have a rule that when stocks start trading over 2 % a day I get out. That and the drop below the 200 day mvg avg did it. Plus being retired, I need to be careful. I usually only will put up to 50% in stocks now.

 

[clester]

The big down day yesterday took us close to the 108.5 level ,which is the pivt point in agg, but stayed above it and looks to bounce today a little. Today looks very quiet compared to the rest of this week.

 

[clester]

UpTrend is intact. I wouldn't be surprised if stocks didn't sell off a little by the close as traders square up for the weekend. I think yesterday was short covering again but I doubt they will try to go short and hold over the weekend.

 

[clester]

http://www.bloomberg.com/news/2011-...eralds-biggest-treasury-rally-since-2008.html

Good article on bonds.

“We may end up seeing the lows close to 1.5 percent before the cycle is over,” said David Rosenberg, the chief economist at Gluskin Sheff & Associates in Toronto and the former chief North American economist at Merrill Lynch & Co. Rosenberg said early last month in a radio interview with Tom Keene on “Bloomberg Surveillance” that 10-year notes would “retest the lows in yields we had in 2008.”

 

[SkyPilot]

Anyone with thoughts about the F fund vs the G fund through this summer? I want to be out of equities for the next several months, but not sure if F is a good play in the current environment.

 

[tsptalk]

Every time it looks like bonds have topped, they make a comeback. This is mainly because of the Fed's manipulation to keep rates low. You never know when it will pop, but the bubble is still alive and well.

 

[ILoveTDs]

Anyone with thoughts about the F fund vs the G fund through this summer? I want to be out of equities for the next several months, but not sure if F is a good play in the current environment.

Young buck F Fund, Old buck G Fund. Depends on your risk adverseness MHO.

 

[SkyPilot]

Maybe 50 G - 50 F then.... Thanks for the thoughts.

 

[Boghie]

The 'F Fund' is waiting for a good day to die...

That's why I have 30% of my assets in it...

Actually, that's not why. I got some in there because I don't know the when of death so I want some growth prior to the impending fatality. It should die much slower than any of the equity funds though. It will be a grand summer!!!

 

[SkyPilot]

The 'F Fund' is waiting for a good day to die...

That's why I have 30% of my assets in it...

Actually, that's not why. I got some in there because I don't know the when of death so I want some growth prior to the impending fatality. It should die much slower than any of the equity funds though. It will be a grand summer!!!

That's me too. Went ahead and IFT'd 50/50 G&F, and figured that the F fund will not probably be a "falling knife" situation when it starts to go.

 

[clester]

That's me too. Went ahead and IFT'd 50/50 G&F, and figured that the F fund will not probably be a "falling knife" situation when it starts to go.

I, too, am considering putting some money in F. It doesn't move much so you can't get killed. Plus it does well in bad times. My only concern is that the RSI is about 70. But it can stay over 70 for a while like the nasdaq did.

 

[Bullitt]

Treasury Bonds- Mind blowing. Last year around this time the consensus was gold at $2k by now with higher bond yields.


Decision Point ®: Bonds Soar - Chart Spotlight

 

[clester]

Bonds are overbought but you may continue to see F fund creep up because of its holdings of MBS and non treasurys that have some return. G fund just isn't paying squat. I plan on staying away from G if I can. Too bad a move to F counts as a trade.