Page 1483 of 1492 FirstFirst ... 48398313831433147314811482148314841485 ... LastLast
Results 17,785 to 17,796 of 17894

Thread: Birchtree's Account Talk

  1. #17785

    Default Re: Birchtree's Account Talk

    Quote Originally Posted by Birchtree View Post
    Decided to buy a few more fallen angels today: CLF,BTU, BAS, BBG. Please don't try this at home.
    CLF and BTU??? Living on the edge.... :} I guess no pain no gain. As a side note, I have some BTU and looking to pick up more. I have a feeling we might see sub $3 before the summer is out.

  2.  
  3. #17786

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    Sometimes you get a winner. I may have another buyout going down. This experience may even make amoeba envious. I started buying Dycom (DY) back in the summer of 2007 at $30 and tracked it buying down until October 2008 at $9 and then continued adding to my position until $18 and then decided to just let it run if it was going to go anywhere. Well today it is at $55 giving me a +$25K profit for a 229% gain. And I still don't want to let it go - perhaps a white knight will show up and offer to pay more. It wasn't that long ago when I was holding BAC for a -$7K loss - that has now turned into a +$56K gain and I expect that will double from here. It does pay to buy and hold.

  4.  
  5. #17787

    Default Re: Birchtree's Account Talk

    Quote Originally Posted by Birchtree View Post
    I finally managed to get past bjean on the tracker - now I'm tracking tom1tom1 and I'm so close I can smell his pheromones. I do believe the I fund owes me a few more dollars that may show today.
    Birch, your profile shows that you have been invested 20% in C Fund and 80% in I fund since May 2011.
    Is that right, you haven't made an IFT in 4 years?
    Something must be wacko in the world, or I'm misreading something.
    TSP Talk AutoTracker

  6.  
  7. #17788

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    I believe my allocation is the correct one - markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.

  8.  
  9. #17789

    Default Re: Birchtree's Account Talk

    Quote Originally Posted by Birchtree View Post
    I believe my allocation is the correct one - markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.
    Gotcha.
    I'm not questioning your allocation, but whether you have really not changed it in 4 years.

  10.  
  11. #17790

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    I don't plan to change my TSP allocation until 2017 when I roll to an IRA - I'm happy with 20C and 80I. This week was a quiet week but I did manage to make a few greenbacks: +$36K, -$27K, +$19K, +$24K, -$35K for a gain of +$17K. I'm now up +$137K for the month and with only 4 trading days left who knows other than the Shadow where I'll end up. I do have another bunch of dividends to be reinvested - then when June rolls around the number jumps to 105. Slow money is good money and it can last a lifetime. So I say it's good boy to be back, back, back, back in the USSR. I actually hate Obama and as a veteran I'll speak my mind.

  12.  
  13. #17791

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    I just counted 20 dividends of assorted values being delivered in the next 4 trading days - I have 17 dividends that are due for reinvestment June 1st. There's money coming in every day - it's impossible to stop. Remember that fear continues to be the strongest emotion keeping many investors out of this bull market - no fear here. There was some really bad news in the paper about the cost over runs on clean coal technology and even that doesn't scare me. The coal miners should all go on leave and let the utilities burn up their inventory and see how well solar panels and wind turbines can run the country. We need rolling brown outs to wake up the liberals that will be sweating. Coal produces 40% of capacity - shut it all down and see the appreciation rise up.

  14.  
  15. #17792

    Default Re: Birchtree's Account Talk

    Quote Originally Posted by Birchtree View Post
    I don't plan to change my TSP allocation until 2017 when I roll to an IRA - I'm happy with 20C and 80I. This week was a quiet week but I did manage to make a few greenbacks: +$36K, -$27K, +$19K, +$24K, -$35K for a gain of +$17K. I'm now up +$137K for the month and with only 4 trading days left who knows other than the Shadow where I'll end up. I do have another bunch of dividends to be reinvested - then when June rolls around the number jumps to 105. Slow money is good money and it can last a lifetime. So I say it's good boy to be back, back, back, back in the USSR. I actually hate Obama and as a veteran I'll speak my mind.
    I am considering 80/20 also next time I reallocate (from a third in each C, S, I).
    You explained this once, but I forgot, what's ,making you stay away from the S...the best fund over the past several years, and outperforming the C this year??
    CURRENTLY 100% G (as of COB 03/18/2024) 1st March IFT

  16.  
  17. #17793

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    Everything runs in cycles and the small caps have seen their gains - time for the large caps to rule. I think we are going to see an impressive market rally over the summer months. All the boats will float. Large caps will probably dominate for at least 5 years - maybe longer. Billie Jean is going to make out like a bandit at 100C.


  18.  
  19. #17794

    Default Re: Birchtree's Account Talk

    Quote Originally Posted by Birchtree View Post
    Everything runs in cycles and the small caps have seen their gains - time for the large caps to rule. I think we are going to see an impressive market rally over the summer months. All the boats will float. Large caps will probably dominate for at least 5 years - maybe longer. Billie Jean is going to make out like a bandit at 100C.
    Thanks.

    Interesting though, that cycle portion large caps better than small caps) is typically the end of a multi year bull run. The next part of that cycle is a significant correction.
    If we start seeing that phase in a few months, would you be willing to give up 10-20% of your gains, or would you also recognize that part of the cycle and go "F'n G" to preserve gains?
    Last edited by FireWeatherMet; 05-24-2015 at 06:52 PM.
    CURRENTLY 100% G (as of COB 03/18/2024) 1st March IFT

  20.  
  21. #17795

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    Preservation is not in my vocabulary - only appreciation. If the market corrects then my dividends work harder buying even more shares. It's the accumulation of shares that is the game. Stocks have moved up a lot since 2009. But based on the last three cycles over the past 100 years, there's still plenty of room to run. I've still got my sacrificial lamb chop account in place if any margin calls come looking for me. I suspect we'll even see the VIX in the 10 zone before summer ends. As long as the NYSE advance/decline line is happy then I'm happy. The current strength of this indicator suggests that this uptrend has further to run. I'm staying on the northbound journey.

  22.  
  23. #17796

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Birchtree's Account Talk

    Why are so many chasing my Time Warner Cable (TWC) - soon my Birchtree 300 will be Birchtree 250.

  24.  
Page 1483 of 1492 FirstFirst ... 48398313831433147314811482148314841485 ... LastLast

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P500 (C Fund) (delayed)
Birchtree's Account Talk
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
Birchtree's Account Talk
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
Birchtree's Account Talk
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
Birchtree's Account Talk
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes