Wheels' Account Talk

[Wheels]

Maybe Birchtree's prediction is becoming a reality?

While Birch has been waiting for the big caps to outperform, I beat the C fund in 2003, 04, 05, and so far in 06. If it has finally come, I'll take my lumps for a month or to be sure.

Dave
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[nnuut]

I'll take my gains where ever they are, if it's the "Z" fund I'm there. "S" has been lagging lately, and the "C" higher and more stable, ya never know?

 

[Wheels]

S Fund struggling again. I really feel like the S fund is really due a pop but I have felt too much pain from it for too long and I'm throwing in the towel (might be a good time for the rest of you to jump in.

The dollar has rallied the last couple of days and may be due a drop. Therefore I am going 100% I for Monday.

I had gotten myself into third place right behind S&S and Fundsurfer and was hoping to make my move this week. Instead I have fallen way, way behind. More importantly, I dropped almost 10K.

Looking for a better week next week,

Dave
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[FundSurfer]

I seem to recall the S-fund has acted this way before, 2004? That it was underperforming compared to C and I fund. When it did finally turn around it was a heck of a ride. It's scortched me a couple times this summer as well. I'm in the I-fund (60%) as well for the same reason. I'm keeping an eye on S for when it does straighten up and act more normal.

 

[Wheels]

Decided to go 100% G today before the deadline. Still feeling out of sync though, since the S underperformed for weeks while I was in it and has not outperformed for the few days that I've been out of it. However I am happy to have re-couped last weeks losses, even if Sugar and Fundsurfer are now leaving me in the dust.

The best possible scenario for today is that our markets will continue to rise in the afternoon and that will cause Barclays to FV and I'll get a few extra pennies that I don't deserve (a la' S&S). Then for an added bonus, the G fund doesn't give out the penny until tomorrow.

Asking for too much???

Dave
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[sugarandspice]

Dont worry Wheels. There's no schtick in this post.

I was looking at today for another opportunity to exploit the FV situation but I dont feel like today is the day. The dollar is down but I think the markets will stay pretty steady. Had I felt a drop was coming today I would have went for it.

And I know that out of sync feeling all too well. It's like going on tilt when playing poker.


Do you think being at the top of the leaderboard has changed any of your investment decisions?
I have been looking at that concerning myself but haven't arrived at any conclusions yet.

 

[Wheels]

Do you think being at the top of the leaderboard has changed any of your investment decisions?
I have been looking at that concerning myself but haven't arrived at any conclusions yet.

I know the right answer is No, of course not. But the truth is it probably did once or twice. Especially when all 3 of us were very close and I was in 3rd. In the back of my mind I knew that to pass you guys I had to be doing something that the two of you weren't. Pretty stupid mentality when you are throwing pretty large sums of money around. Now that you are running away with it, maybe I can get back to using just my brains and my intuition and leave my pride out of it.

Dave
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[Birchtree]

Since there are no questions but rather delarative sentences - I agree. Try some granite...

 

[tsptalk]

In the back of my mind I knew that to pass you guys I had to be doing something that the two of you weren't. Pretty stupid mentality when you are throwing pretty large sums of money around.

I know the feeling because that's exactly what goes through my mind when I am trying to beat the S&P near the end of the year. If I am ahead, I so want to just go 100% C fund to guarantee winning, but that just isn't right. We should always try to do what we think is best for our account.

But guess what? Every fund manager in the world is thinking the same thing... Beat the S&P, beat the S&P, beat the S&P...

 

[nnuut]

Oh, how fleeting the glory can be!

 

[Wheels]

Moved 100% into the S for Monday. I was hoping for a bit of a pullback over the last couple of days but perhaps just taking a rest will be enough. Or maybe we'll get a little more this afternoon. Tom has said before that overbought conditions can be alleviated without a lot of selling taking place. Perhaps this is one of those instances.

Antway, the S has mocked me recently. Hopefully it will take a little pity on me this time around.

Dave
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[ChemEng]

Its shaping up to be a good day to go 100%S. Nice choice. Hopefully itll bounce a bit next week for you.

 

[SkyPilot]

Wheels, the S fund is saying "Ssssssssssssss", and has mocked many in this sarcastic voice...

 

[Wheels]

Well this is getting ridiculous. I spend several weeks in the S. It badly underperforms the entire time. I jump into the I for a few days and the S solidly outperforms. I jump back into the S and it, right on cue, badly underperforms again.

I give up.

Dave
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[nnuut]

Out of sync Dave, happens to me all the time! Do what I do, (ha) whatever I think I should do, do the opposite, or the opposite of what I do!

 

[tsptalk]

I give up.

Good things tend to happen to people after they say, "I give up!"

 

[Wheels]

Good things tend to happen to people after they say, "I give up!"

..............................................not.

Dave
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[Wheels]

If anyone wants to make guaranteed money, watch what I do carefully..........and then run the other way. Lest anyone thinks I am exaggerating, check out these stats.

From 7/6 to 7/31 I was in the S. During that time the S was down 2.34 while the I was up 1.93.

Then from 8/8 to 8/11 I tried the S again. It was down 1.86while the I was flat.

Then I gave up and joined the I from 8/12 to 8/16 and I did gain 2.87 but the S was up 3.37.

Alas I am back in the S since 8/19. It is now down 1.42 to the I's .40 (and that doesn't include today's bludgeoning).

I am too broken down to add up the total disparity.

Dave
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[mlk_man]

Hang in there Dave. That's one reason that I decided to go 50S and 50I when I get a buy signal. Seems to work out better in the end.

 

[tsptalk]

If anyone wants to make guaranteed money, watch what I do carefully..........and then run the other way. Lest anyone thinks I am exaggerating, check out these stats.

And yet you're still kicking most of our butts for the year.