Thread: Interfund Transfer 2/4 for 2/7/05

MarketTimer wrote:

...I can not help you other then using crayons, chalk and flash cards....

HEY! You're that little hand-grenade with a bad haircut! (Ross Perot)



[line]

My crayons show that these indicies, although similar, are NOT the same. Personally, I tend to be precise and exacting; little differences are differences nonetheless.



Mike wrote:

BTW, MT, you gotta be less abbrasive toward people. Once in awhile, you post some decent nuggets of knowledge from that brain of yours, but it's hard for people to digest it when it's preceded by all that ranting.

Agreed. You don't have to get defensive, MT, just realise that there can be other views besides your own and only time will ultimately tell who gets the "neener-neener" rights. :P

Mike wrote:

As for the S fund, if its index cracks 503, it will make a higher high over December's. That's about 8 points from where it stands right now (approximately 1.6% gain needed). I will be watching closely to see if that happens.

For example, I agree with Mike here, but I still hold my 50/50 S/I and will wait to see what happens. It is not that I think "I don't want to miss the next rally" necessarily, but rather "I don't want to get whipsawed" [like Tom, hehe].

Mike wrote:

I still think C has more upside this year than S. This will especially be the case if the rate hikes keep coming (which they basically have to in order to keep our currency from totally being flushed down the crapper).

I don't agree with Mike (and everyone else here as far as I can tell) on this one, but I do know that he can very well be correct and am keeping my eye on S vs. C/small vs. large-caps in case he is.

Mike wrote:

BTW, as long as we can keep the insults to a minimum, I think this is great debate.

Yeah! Having opposing ideas around you is healthy. I know I need others to smack me in the head every so often. Iron sharpens iron.

Rolo, spotting the exact time that C starts dominating is the tough part. S could continue outperforming for weeks or months - who knows... that's why I continue to track all three closely. :^

(This is also why I was split three ways until bailing on Friday).

I decided to guess less and go with what is happening more. Yes, it sounds pretty simplistic and self-evident, but I have to remind myself of it regularly, not to mention how much I paid for that nugget of wisdom.

i.e. "Small caps will outperform large caps until I see confirmation otherwise and therefore I will stay in S rather than C." It's a "trend is your friend" mentality.

We should come up with a means to track C/S delta and shuffle more to C from S as it narrows. Where did :dude:<-- Frizz B.go?

MarketTimer wrote:

I have no problem is you bash me...but you need to do your own research....if you can not figure out the Whilshire 4500 is benchmarked to the NASDAQ I can not help you other then using crayons, chalk and flash cards....what I am saying is if you bash me on the open board you better have your little stars lined up...

TheC fund benchmark is the S&P 500 and the S Fund is the Whilshire 4500 - which is the NASDAQ...so when you combine C and S you have the total U.S. stock market index....

What did you think the Whilshire 4500 was???? Transports, Utilities, what!!!

That kind of frost me. And you are another find example of why social security reform is NOT going to work...she seems like a pretty smart gal...she does not even know what index to utilize to make an investment decision...Geez Us Christ. WOW!!!! Take about handing someone a loaded gun...and saying the side with the barrel goes towards you.

Man overboard.

MT

Another example of a system that will be a failure...does not even know what the fund is indexed to :s...WOW!

MT, you're a fine example of what excessive trading leads to..burnout. *LOL*

If I put you in an oven, would that make you a biscuit?

Take your crayons, honey..or whatever they allow you to write with, wherever you are..and write this - Wilshire 4500 does not equal Nasdaq 100 or even the Nasdaq Composite Index. If you see them as all the same because they live in similar neighborhoods, then all the best to you, baby.