Rod's Account Talk

**Rod** · 08-02-2004, 08:39 AM

Rolo wrote:

Rod wrote:

You must understand Rolo, some of us aren't as technical about it as you are with graphs and all.

Baha! nono...Quicken does all the work for me. Simplicity is right...I hate math, take too long to do it, and do not want to fiddle with spreadsheets unless I absolutely have to. (copy/paste TSP share prices into the FRO is about it)

I input my TSP share values about every other day or so to update my TSP and I click "Update" to automatically update everything else online. I just click on stuff already in Quickenfor all the pretty charts and such.

Well then, you da man!

**Rod** · 08-07-2004, 02:56 PM

As I stated in another topic:

I refuse to become upset any further over the market. It's only money "on paper", and it's bound to bounce back sooner or later.

So, in the interim, I'm staying the course until I see GREEN.

30%C 50%S 20%I

**Rod** · 08-20-2004, 09:43 AM

I'll play the "odd man out" and stay invested through next week while the majority of folks seek shelter in G.

**Rolo** · 08-21-2004, 07:33 PM

Rod wrote:

It's only money "on paper",

Which is fine and dandy until that changes.

It's not about the money, though, it is about personal successes and failures.

**Rod** · 08-23-2004, 03:07 PM

Anybody stay invested with me this week?

#30 · 08-23-2004, 03:46 PM

I"m still ya! I'm 100% S right now, but am considering a move to C. I think S was helped last week by being options week. Most analysts are calling for growth stocks to out-perform value stocks for the rest of the year. But what do they know right?

**Timer** · 08-24-2004, 04:12 AM

mlk_man wrote:

Most analysts are calling for growth stocks to out-perform value stocks for the rest of the year. But what do they know right?

m_m, so I understand, do value stocks correspond to the S fund and growth funds to the C?

**tsptalk** · 08-24-2004, 04:20 AM

Timer wrote:

m_m, so I understand, do value stocks correspond to the S fund and growth funds to the C?

The other way. Growth = S fund

#33 · 08-24-2004, 12:54 PM

tsptalk wrote:

Timer wrote:

m_m, so I understand, do value stocks correspond to the S fund and growth funds to the C?

The other way. Growth = S fund

Hmmmm, now I'm confused!!! I thought it was growth = C fund(large caps) and value = S fund (small caps)? Small caps are cheaper so I thought this is why they were called value stocks? Large caps are more expensive but are more stable and provide growth over a certain period? Please help me out here Tom.......

#34 · 08-24-2004, 01:08 PM

Actually I may have spoken too soon. Can we even our funds either value or growth funds? They do have both "value" and "growth" large cap funds and "value" and "growth" small funds correct? Please help clarify this if you can.

Regardless, some of the analysts I have been tracking think that the Nasdaq will out perform the other indexes for the rest of the year. So that being the case, would it be better to be in the S fund or the C fund? I realize they track different stocks, but I'm thinking the S would be better now. Though I'm not sure, :*

**tsptalk** · 08-24-2004, 03:12 PM

S is more growth oriented but you are right, both the C and S funds have value and growth stocks in them. In general the Nasdaq 100 strength will help the C fund but the Nasdaq tends to help the smaller caps more. That wasn't so true in 1999-2000 but as I said, in general.

**Rolo** · 08-24-2004, 03:15 PM

Growth and value are pretty much mutually exclusive.

Small companies (S Fund) have high growth rates and usually sell at a premium (higher P/E ratio) because of it.

Larger companies (C Fund) no longer have high growth rates and therefore do not have the high expectations and coinciding P/E ratios, hence "value".

There is, however, another more accurate usage for "value stock" and that is one that is undervalued, sells for less than it is actually worth. Buffett likes those and so did Lynch. Think of these as the house nobody wants to buy because it is "haunted" and therefore the price is cheap.