Interfund Transfer 12/01 for 12/02/04

**tsptalk** · 12-01-2004, 04:53 AM

I am getting aggressive for December going to 75% S, 25% I fund for a few days effective Thursday (making interfund transfer this morning). I will likelyback off a little next week.

See today's market comments (www.tsptalk.com/comments.html) for details.

**Mike** · 12-01-2004, 05:07 AM

That's the same allocation I'll have if I move back into the market today (I left 25% in the I fund when I sold on Friday). However, I'm going to wait 'til morning to see if some red arrows materialize before committing to the move.

Having the same allocation as you makes me feel exposed... like I'm naked somehow. :shock:

**Spaf** · 12-01-2004, 06:07 AM

Yea! I'm kind of feeling that same draft too! Maybe it's time to fold them! Maybe hold them! We could win, but until we see the other card, it's anyone's bet!

So far, actual market action has been disappointing!

But, who knows, there is always tomorrow!

Rgds, and be careful!

Spaf

**Mike** · 12-01-2004, 09:03 AM

Foreign markets are up thus far, averaging about 0.5% - if that materializes in the EAFE, the I fund will basically gain back what it lost yesterday.

S&P plus Nasdaq futures are up a bit as well.

We'll see what happens after the US markets open. If it's all green, I'm holding back.

**tsptalk** · 12-01-2004, 01:16 PM

I still expect a chop. I doubt we go straight up. If we did, I'd be worried too. I liked that we had a couple of weak days.It's almost like the market is followingour plan. That's scary too. :shock:

**smedlap** · 12-01-2004, 01:31 PM

Dollar adjusted, the I fund lost just a little more than the C fund yesterday. It adjusted from a -0.67% to -0.54% down. I'm watching mfg today and employment on Friday. I expect both to be positive and drive all 3 stock funds up. Then the pullback. But - a day at a time!

Thanks Tom for that fighting spirit.:^

**Mike** · 12-01-2004, 01:32 PM

An oil inventory report comes out in an hour - that will likely set the tone in our markets today.

**smedlap** · 12-01-2004, 03:13 PM

My, my, my! I can hardly wait for the Friday's employment report. Good luck all!

**Dakota** · 12-01-2004, 04:05 PM

reports look good for the rest of the week, I'll have to spread my wings and fly. I'm stuck at 33 33 34 c,s,I till monday. actually we've all done pretty well this year the way things were so choppy. Thanks to the thoughts and explainations of the ones who have put the time in and the info out. all ya'll THANKS

**Rod** · 12-01-2004, 10:07 PM

Hey Tom, in today's comments you stated:

I recently pulled ahead of the S&P 500 but I am still trailing the diversified account by 1% for the year.

I bet you're not trailing much anymore, are ya???

**tsptalk** · 12-02-2004, 01:54 AM

Rod wrote:

Hey Tom, in today's comments you stated:

I recently pulled ahead of the S&P 500 but I am still trailing the diversified account by 1% for the year.

I bet you're not trailing much anymore, are ya???

Actually, it was a little bitter sweet today. Because I had 25% in the G fund, I fell slightly behind the S&P 500 again. I picked up about 1/4% on the the diversified though.

Someone remind me why I didn't get aggressive on December 1st instead of December 2nd? It's hard to complain on a day like today but, a day late and25% short.