WorkFE's Account Talk

[WorkFE]

Dollar Down EFA up should atleast recoup I fund value from yesterday with a bit to spare.
Markets reacting nicely today.

 

[Birchtree]

"And if there was ever a time to see a larger than average cyclical bull, it is after a once in a century stock panic." Welcome to the sweet smell of superlative bull manure.

 

[WorkFE]

Jobs numbers stung a bit but in all reality I believe the "Surprise" is horse crap. Volume light so don't be surprised if it gets bought up this afternoon. For those bailing today I hope so to soften the landing a bit.
I have 25% in the G so if we do get a pull back in the long run I will benefit this time.

 

[WorkFE]

25% in the G fund. Do I pull the trigger today or wait until we are closer to a resolution on the debt ceiling. hmm

 

[WorkFE]

Put that 25% G to work today. It will either get beat down like the rest or fly.
Either way, unless the market takes off this afternoon, I added a few extra shares.

C- 40
S- 50
I- 10

 

[WorkFE]

Looking at overseas markets and in house futures my 25% shuffle may pay dividends in the end. We'll see.
If we can get a couple of up days now, that would be the key.
Debt default is horse crap but what effect the perception of default is another story. It's a good story to take advantage of if you can time it right. Good luck.

 

[WorkFE]

Got off work Friday, went home and took care of the entire lawn. Cleaned out the fence line behind the house. Got up Saturday, had breakfast and the Wife and I took our son back to Missouri. Got back home about 2:30 Sunday morning. Got up around 9 and spent 5 hours cleaning the RV. Cleaning out the fence line I managed to get poison ivy, not feeling very comfortable at the office.
Looking at the markets today my weekend misery continues. Life.

 

[WorkFE]

Its a bit of a stretch to get there today (not impossible) but lets see if 1340 gives us a concussion again. Would be nice to push past it but probably would not occur today.
The up and down market is purely debt news related. Would not surprise me if people who know what they are going to say tomorrow are sharing that info a day early.
Cheer up, it could be worse.

 

[burrocrat]

Would not surprise me if people who know what they are going to say tomorrow are sharing that info a day early.

pssst... tomorrow they are just going to say more BS that should leave hoi polloi anxious and wondering... how you trade that is up to you.

 

[WorkFE]

Over the past 3-4 months I've noticed quite a few add ons to the tracker. I don't generally add any valuable knowledge into the world of TSP allocations however FYI: I would like to thank the following members for all your insight and help (Hint)
These are in no particular order.
NASA for the GOV. EXE links- makes it easy
BIRCHTREE- for a bulls perspective- you don't often get enough of that here
JTH- Execellant charts- which I can't read but he provides dummy proof commentary
COOLHAND- Blog- Most would agree it is a must read
BIG JOHN- Honesty- Calls it like they see it
SQUALEBEAR- Reminds you of whats important in life- 2AM seems to be the time to catch him
NNUTT and UPTREND- Add humor to insanity
BURRO- Will remind you that you can always sit in the Garage

I have missed alot here but you get the drift. There are those who post everyday. You know exactly what they are doing and for the most part why. If you need an explanation all you have to do is ask.
One last group- to all those who provide a premium service that could be extremely valuable for alot of folks, Thanks.

FYI,
I will most likely be: (COB Today)
G-40
C-25
S-25
I-10

 

[WorkFE]

I will most likely be: (COB Today)
G-40
C-25
S-25
I-10

If it looks as though S&P can hold above 1340 (Difficult to tell by 1200) I may have a change of heart.

 

[Birchtree]

The trading day is just getting started - expect an SPX close to 1350 on the close. I'd remind folks that the VIX was at 14.27 on the April peak before the most recent consolidation of 7.2%. Currently the VIX is trading at 17.59, so we room to run to 1400.

 

[WorkFE]

1340 was the bumping post, for me anyhow. If it looks like we are going to settle above that all bets are off. Regret comes later heheheh

 

[WorkFE]

5 more minutes folks.
I've decided to stay in the pool a while longer. You know, with the heat wave and all. I did however make an IFT on the auto tracker which now reflects my current TSP account.
C-40
S-45
I-15

 

[Birchtree]

I can't wait to increase my C fund position but I need a price of $22.50 on the I fund before I move 10% to the C fund.

 

[Elgallo]

BT Why the firm price of 22.50 m,ay I ask?

 

[WorkFE]

I fund to 22.50- I can see it. At some point I will hold a majority C fund. something along the lines 50-25-25

 

[WorkFE]

FWIW- This does not make it easier.
The top 50 are currently:
42% All in the G fund
08% All in the F fund
34% All in the S Fund
44% Fully invested (This includes the S funders)

 

[JTH]

FWIW- This does not make it easier.
The top 50 are currently:
42% All in the G fund
08% All in the F fund
34% All in the S Fund
44% Fully invested (This includes the S funders)

It's funny, those numbers don't change all that much, usually 40-50% are always in some combination of the G&F-funds. I would think the higher up the Auto Tracker, the less agressive they might be.

 

[Mapper]

It's funny, those numbers don't change all that much, usually 40-50% are always in some combination of the G&F-funds. I would think the higher up the Auto Tracker, the less agressive they might be.

I agree those with good returns thus far would be biased toward protection, especially in a time like this w/ high uncertainty. It's always good to identify biases.