Interfund Transfer 12/14 for 12/15/04

**tsptalk** · 12-14-2004, 02:29 AM

OK, we are getting close to the end of the weak December period. This one wasn't so weak. I hope it isn't a trap. I'm making anothertransfer before Tuesday's Noon ET deadline. Effective Wednesday 12/15 I will be 30% C, 70% S fund.

**Spaf** · 12-14-2004, 02:48 AM

Tom. Why so tilted towards the S fund?? Proportionally MTD C is pretty strong!! Pls talk a little about risks of I??

**tsptalk** · 12-14-2004, 03:30 AM

A few reasons. I am about to write tomorrow's comments and I'll address it there. Also, as far as I goes, I touched on it in Monday's comments. Basically why battle the uncertainty of the current dollar situation when the C and S should do just fine?ie. If the dollar rallies here, the I fund doesn't get the total bang for the buck.

**Spaf** · 12-14-2004, 03:49 AM

tsptalk wrote:

ie. If the dollar rallies here, the I fund doesn't get the total bang for the buck.

Got it! Tks :^ Spaf

**JerBer** · 12-14-2004, 11:14 PM

It would've been nice if the market had been down slightly today in advance of the 100% allocation to stocks for tomorrow! Hopefully the bull will hold it's course!

**Mike** · 12-15-2004, 04:47 AM

It is rather strange that the weak period hit the I fund and nothing else really.

**tsptalk** · 12-15-2004, 05:06 AM

It's the rally in the dollar mainly. EAFE is up 1.1% in December in local currencies, and only .41% in dollars.

**Mike** · 12-15-2004, 08:29 AM

http://finance.yahoo.com/q/bc?s=USDE...&q=l&c=

That's the dollar v euro chart for the year.

I don't believe there was much substance behind that dollar rally - and as far and fast as the dollar has fallen over the past three months, a minor rally in the other direction is darn near inevitable. I expect flat-to-down over the next two weeks. Of course, I'll be watching the C and S performance as well, and if I see one really catch fire, I'll reallocate accordingly. :^

**cowboy** · 12-15-2004, 01:16 PM

Mike do you think the I fund will go higher then the 15.09 it went to before. I was going to get out of I at that time then my interfund move did not catch and I just sat it out now it is back up. I should of moved out but just decided to set and watch. I'm 100% I fund. I may move out today but the C&S funds have moved up nicely and my system is saying to stay I.

**Mike** · 12-15-2004, 01:42 PM

Cowboy, what price did you buy in at? If you have healthy gains, you may want to sell... if you are at all worried about the dollar's movement (especially with a threat of government intervention to prop up the dollar).

As long as market forces prevail though, the dollar will continue sliding. Euro is up over 0.8% thus far against the dollar today. :shock:

I'm standing pat for a few more days, anyway. If / when it pushes past $15 again, I'll seriously consider selling some.

**cowboy** · 12-15-2004, 02:07 PM

At the current price on the ticker it is at 15.05 right at this time I purchased the I fund at 15.01 and would of sold it at 15.09 except the interfund didn't catch so I rode it out, my system is telling me to set and the I fund will go up some more depending on what the market is going to do today.