Steadygain's Account Talk

**Steadygain** · 10-03-2007, 04:49 PM

I anticipate the next 3 months will be exceptionally good for S and I.

Will move from 50/50 C/S to 60/40 S/I by COB

**Birchtree** · 10-03-2007, 05:03 PM

It's NOMB but the small caps have been outperforming for the last 7 years - you must be optimistic for this to continue. Don't let recent activity be a false dawn.

**Wolverine** · 10-03-2007, 05:13 PM

Originally Posted by Birchtree

It's NOMB but the small caps have been outperforming for the last 7 years - you must be optimistic for this to continue. Don't let recent activity be a false dawn.

Should the focus be on the C & I Fund then in your view if you are not seeing as much positive for the S Fund further out?

Oh, what is NOMB?

Thanks as always for your input with all this.

**Birchtree** · 10-03-2007, 05:21 PM

NOMB - none of my business. Small cap funds are already starting to underperform - it's just not visible yet. Staying in front of the market is half the battle of staying solvent. I always like to try and let the market come to me. Someone is bound to tell you that I've been wrong on small caps for the last year, if not even longer. I don't do anything in a hurry. But change is in the air - you'll see what I mean as time passes.

**Steadygain** · 10-03-2007, 05:25 PM

I'm very optimistic - and feel for those who wait on the side lines when the action kicks off again and the rockets keep climbing. For the weary - they will wait for a substantial correction to hop in, but I doubt the remainder of 07 will provide that opportunity.

**Wolverine** · 10-03-2007, 06:00 PM

Ok Birchtree thanks.

**Steadygain** · 10-04-2007, 01:09 PM

Birchtree,

I appreciate your input and since we are essentially even on our gains for the year - please feel free to include me in your business. We have a bit in common - I also am more inclined to go in and let the market come to me. My view of the economy in general is very poor, and I feel we are long overdue for a major recession. My credit rating is 832 so obviously my mentality is far from the mainstream.

For the remainder of 07 the corporate mentality (the major money movers) will want to spice up their investments - and the general investors will follow suit. This will create euphoria (which I personally believe is largely unfounded) - but that makes no difference. Once the euphoric mood kicks in the bubble will quickly expand (as Greenspan puts it) - I usually think of it in terms of waves (so from my perspective THE WAVE WILL GROW).

S and I should gain the most, but when 08 starts I will seize the gains and move to G for awhile. At some points I will probably use the Ebb System - and of course I will not post those changes, but on the whole I enjoy doing my own thing. To date I have never lost in any quarter and it is rare I ever lose (even marginally).

**Birchtree** · 10-04-2007, 01:43 PM

I'm sure if I gained back all the money I've lost over the years I'd be a wealthy man - so I just keep trying. It sure does help to have access to tax loss carry forwards - but I use up the remainder this year. Good to have you on the MB.

**Steadygain** · 10-04-2007, 06:20 PM

Thank you

it's good to be onboard. My consistent gains relate to the TSP (not my personal investments). Several years back I rode on the mighty internet wave

and made so much money in so little time I could not see the wave was about to crash as I rode the crest.

I am still carrying the loss over - and have for years. But in the end it made me a far more cautious investor. If we learn from our mistakes, we turn out even better.

May we all prosper in the years to come.

**Steadygain** · 10-05-2007, 02:47 PM

Flow with the trends and you'll go far.

S>C AND I>S = needed adjustment.

Will go from S/I 60/40 to I/S 60/40 by COB today.

For those following me - this should be substantial

ENJOY THE 3 DAY WEEKEND.

**Steadygain** · 10-05-2007, 04:30 PM

1% + Gain Today Great Way To Start The Weekend

**Steadygain** · 10-06-2007, 07:55 PM

Originally Posted by Birchtree

NOMB - none of my business. Small cap funds are already starting to underperform - it's just not visible yet. Staying in front of the market is half the battle of staying solvent. I always like to try and let the market come to me. Someone is bound to tell you that I've been wrong on small caps for the last year, if not even longer. I don't do anything in a hurry. But change is in the air - you'll see what I mean as time passes.

S had a gain of slightly over 1.5%
C was under 1%
I was less than C

Results:
60%S/40%I advanced over 80%C/20%I by at least .5% -however we both came out winners compared the top spot who had all his in G. (Top spot is the top 5)