Thread: Thinking of putting everything in the G

The Thrift Savings Plan is closed on Monday, May 31, 2004 for Memorial Day. Therefore, share prices will not be updated and transactions will not be processed until the following business day.

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I think it may pull back a little to digest a few gains, but not a downward turn. I am betting the indexeswill resume thier prior high course. I hope so...I have three stocks ready to break out. (SCSS, WBSN, RHAT...heh, canya tell I'm an IT guy?)

On what do I base that? I don't know, but it is something a little more advanced than tea leaves.

Welcome, fant16!

Rolo, you've got me curious.... I'm off to find out what your stock picks are.... are these the picks from USAA? I'll have to check out USAA too. I use quicken to track our spending.... aren't you the one who puts TSP in quicken and if so do you have any tips?

fant16 wrote:

Since theC and S both closed high,I am thinking of moving to the G this evening (5/28/04) when will it be effective (Monday is a Holiday)? Anyone else thinkthe market willtake a downward turn soon?

Welcome fant16!

Any transfer done between Friday at noon ET andTuesday at noon ET, will take affect Wednesday morning (You'll get Tuesday's closing prices).

Thanks for joining us!
Tom

By the way fant16, I will be playing it day by day. If we get a good rally Tuesday morning, I may put some in the G fund for Wednesday, but at most 40%. For what it's worth, the first week in June is historically stronger than average.

Oh, yeah, welcome, fant16!

thinks wrote:

Welcome, fant16!

Rolo, you've got me curious.... I'm off to find out what your stock picks are.... are these the picks from USAA? I'll have to check out USAA too. I use quicken to track our spending.... aren't you the one who puts TSP in quicken and if so do you have any tips?

Yes, I put TSP share prices into Quicken pretty much every day, but only for C, S, and I funds. I can export them if anyone wants them.

Quicken is always open on my machine here, I have everything into it. I also have my Quicken database regularly backed up onto my server. Definitely have your files automatically backup to another disk, or another machine if possible.

Completely ignore the "Net Worth" figure at the bottom, hehe. (another topic on here, if you haven't seen it)

I like using the stock research tools in Quicken, the web pages to guage a company's health before I buy.

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I didn't know USAA had stock picks, I'll have to look at that. I only put mutual funds into my IRA accounts, which I have with USAA, so I never looked at them for stocks, after seeing how high their fees are. Save for USAGX, I do not care for any of their funds, they are mediocre at best.

I honestly do not like dealing with them, but they have a pretty good selection of NTF funds, and I can get some funds through them that I cannot get through Scottrade.


WBSN(WebSense) isa product with which I am familiar. I resold it to a client after researching enterprise-level content filtering software. They are the leader in the field and have secured several patents. I had to buy their stock. I've traded in and out of it several times, usually right before major moves. I honestly do not know how I did that. It's a good stock to hold for a while, too, perhaps even years. (I generally only think 3-6 months ahead.)

I read about SCSS (Select Comfort) in Barron's and know two people who bought those beds and they love them. I've traded in and out of it as well. I bought it again on the news that they will be supplying beds to a hotel chain.

I have always believed RHAT (RedHat) will be the leader in supporting/distributing Linux operating systems. As a network engineer, I like it and getting it to replace Windows Server was pretty easy. It made a better Windows Server than Windows did. As a reseller, I like the larger profit-margin and my clients like the lesser cost. The only thing Linux needs now for the coup-detat is an Exchange-killer. SuSE is the only other major distributor and they primarily sell to Europe.

I read about SIRI and XMSR in Barron's almost a year ago. I hold both, kept SIRI, traded in and out of XMSR. Satellite Radio will go the route cable television did. I intend to hold SIRI for a long time, possibly XMSR, contingent upon earnings.

I bought VLCCF for the dividend yield (check it out, 40% right now). I heard about it on ptcrew.com, hehe

Mutual funds right now: MATFX, REYFX (thinking about ditching it, we'll see how the recovery goes), RIAFX (I love tech...but I keep an eye on it), RSPFX (was supposed to soften the blow, but didn't), DRBNX (I think biotech will pick up again), and SCOVX. I try to stick with top 10% within the fund's category (Quicken lists that).

One fund I really wanted was JAMFX, but I cannot get to it.

Thanks for the site and advice. I am glad I found this forum. To quote Sammy Sosa, the TSP "has been berrry, berrrygoood to me."

Yeah, I did not put much time into tweaking my TSP until I discovered TSPTalk. We'll have to treat Tom to a five-star dinner and deduct it as a business expense, since it will be a convention and all, hehe.

Oh yeah, VLCCF is Knightsbridge Tankers, or Very Large Crude Carrier Fleet. I like the way that sounds, it has a"Whooooooh!" factor.

Welcome fant16:^

From Tuesday I will begin to put a least 60% in G-FUND

and play wich 40% around stock only.And keep taking

10% out until get 100% G.

Nobody want to buy top,"too risky"sell high?buy low !

I learn a lesson two week ago.

Have been a big week .That put me in shape waiting

for another round buying low.

That just my game plan.

Think you may be cashing out too early? (I fear that more than losing, but that is emotion talking, now isn't it?)

After a big week I can handler 40%stock winning just a little big more is ok

but no handler a big down 100%stock in the top.



Tom said one time ago...something like this ....

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When u go down 50%, take 100% up to

get where u were before.

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Just taking a little caution even the firstdays of the

month, most of the time look good.

Many of you weren't with me in January. Right after Xmas I started to see the signs of the marketbeing very overbought and I hid in the G fund. Three or four weeks later the market about topped. That killed me. I had just started the site and the market was taking off without me on a daily basis. Of course every rally had me more bearish and I would say so in the comments. At one time I think the C and S funds were 4 to 6% ahead of my return.

It has been an uphill battle and I could have played a lot of things better, but I scratched my way back to some respectability with the return. (http://www.tsptalk.com/returns/returns.html)

My point is, even if the market is overbought, sometimes you have to wait for the signs of weakness before you get out because you could miss the boat. And even more now that the indicators for the intermediate term are positive. They were getting negative in January.

If you are moving 100% out and in, just be quick and react to the market. If you are wrong, adjust quickly. My indicators help tremendously but sometimes I have to let the daily market activity tell me what is going on.