| Allocation date / time |
IFT date (COB) |
G % |
F % |
C % |
S % |
I % |
L75 % |
L70 % |
L65 % |
L60 % |
L55 % |
L50 % |
L45 % |
L40 % |
L35 % |
L30 % |
L-Inc % |
| 2025-03-03 12:08:17 |
2025-03-03 |
25 |
15 |
27 |
18 |
15 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1st IFT COB 3-3-25. Mv 29% mix back to CSIF from G. Prices high but Bullish overall -down
|
|
|
| 2025-02-11 11:59:00 |
2025-02-11 |
59 |
8 |
16 |
10 |
7 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1stIFT COB 11FEB2025. Mv41%G out to mix CSFI on flat-to-down day, good Seasonality week, NAAIM more positive, etc., but
|
|
|
| 2025-02-04 12:05:18 |
2025-02-04 |
100 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB Tues 4FEB2025 1stIFT. Mv all REM CSIF, 75% back to G. Up 1% for year but lost 1/2% yest; T-rump stupid Tarifs on-off
|
|
|
| 2025-01-16 17:11:29 |
2025-01-16 |
35 |
10 |
25 |
20 |
10 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB Thurs 16Jan2025. 2ndIFT. Mv32 GtoCSFI. 1/3rd more In since last IFT of a third. Mrkts seem to have btm\\\'d for now.
|
|
|
| 2025-01-07 11:16:13 |
2025-01-07 |
67 |
0 |
20 |
8 |
5 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1st IFT COB 7JAN2025. Mv33% back2 C mostly, some to S and I. Mrkts up a bit for 2days after down for xmas-newYr, lot of
|
|
|
| 2024-12-31 12:09:13 |
2024-12-31 |
100 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 3rd IFT COB Tu 31DEC2024. Mv75 to G at 100% now, from CSI. Stocks been down for Xmas/NewYear, so getting all out – dark
|
|
|
| 2024-12-19 12:08:31 |
2024-12-19 |
25 |
0 |
45 |
25 |
5 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB Thurs 19 NOV 2024. 3rdIFT. v25 bk2G from CSFI. BIG Drop yest after Fed spoke, maybe slight bounce up now but not sur
|
|
|
| 2024-12-05 12:18:57 |
2024-12-05 |
0 |
9 |
38 |
38 |
15 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1st IFT COB Th 5DEC2024. Mv15 from G to CSFI. Prices high but Bullish overall after a pop-up after Election - and leadin
|
|
|
| 2024-11-19 12:11:04 |
2024-11-19 |
15 |
7 |
34 |
33 |
11 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 2nd IFT COB Tue 19NOV2024. Mv25%moreG to CSIF. Prices high but dropped last wk & looks like going bullish again leading
|
|
|
| 2024-11-08 12:10:07 |
2024-11-08 |
40 |
4 |
28 |
19 |
9 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1st IFT COB Fri 8NOV2024. Mv30 from GFI to CS. Prices high but Bullish after Election and leading to holidays, so gettin
|
|
|
| 2024-10-21 12:06:26 |
2024-10-21 |
55 |
8 |
12 |
5 |
20 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB Mon 21 OCT 2024, 2nd IFT. Mv 15% more to G from CSI & F. Mrkts overbought near (“at†really) historic highs. Th
|
|
|
| 2024-10-02 12:20:55 |
2024-10-02 |
40 |
20 |
18 |
12 |
10 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1stIFT 2OCT2024 Today. Mv 16%more toG frm CSI & 5%toF. More cautious with Mkt at highs & OCT general poorish seasonality
|
|
|
| 2024-09-27 12:44:30 |
2024-09-27 |
24 |
15 |
24 |
21 |
16 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 2nd IFT COB Fri 27 SEPT 2024. Mv 24%G, 3/4s invested mostly C then SIF). Mrkts overbought (“at†really) historic va
|
|
|
| 2024-09-13 12:14:36 |
2024-09-13 |
5 |
20 |
30 |
25 |
20 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 13Sept2024. 1st IFT. Mv 23% G to CSI (20% F & only 5%G). Mrkt a bit oversold nearing highs, but is bullish I think/
|
|
|
| 2024-08-21 11:59:06 |
2024-08-21 |
28 |
20 |
27 |
15 |
10 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - 1st IFT COB Monday AUG 19th. Mv more 19%G 5%S to CIF, mostly to C, aftr Mrkts rebound off drop on our 3wk Vacn, hope Con
|
|
|
| 2024-07-17 20:41:59 |
2024-07-18 |
47 |
15 |
10 |
20 |
8 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 18JUL2024 2nd IFT. Mv 37%bk2G from CSIF. Bought High w/Yest\'s IFT, but big drops2day, so hope its Up tomorrow so I
|
|
|
| 2024-07-16 17:01:08 |
2024-07-17 |
10 |
13 |
28 |
34 |
15 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB JUL16,2024(no Manual update!) 1stIFT. Mv\'d20%more GtoCSIF. Mrkt\'s up but not stop\'g now & likely FEDrateReduxIn S
|
|
|
| 2024-06-28 12:11:08 |
2024-06-28 |
30 |
10 |
23 |
23 |
14 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - IFT COB 28JUN 2024. Mv52%Gback2CSIF b4EOM. Still BULL-Mkt,CPI+PMI Rpts modest/not bad2day. MktsUp some this AM.
|
|
|
| 2024-05-31 12:19:05 |
2024-05-31 |
82 |
1 |
7 |
5 |
5 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 31 May 2024, Mv 32% bk to GfrmCSIF leaving just a little in those funds. Mkts hit highs, then Neg-Reversal & mostly
|
|
|
| 2024-05-28 12:06:07 |
2024-05-28 |
50 |
2 |
22 |
15 |
11 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 28 May2024 (3rd) Mv 27% bk2G frm CSIF, accident too late to happen last Fri & ran out of time to cancel this morn.
|
|
|
| 2024-05-15 12:13:10 |
2024-05-15 |
23 |
9 |
23 |
25 |
20 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 15 MAY 2024 2nd-IFT. Mv 20% more G to CSIF during BULL-return off V-btm & keeps going. C-fund and NASDAC at new high
|
|
|
| 2024-05-07 12:08:03 |
2024-05-07 |
43 |
5 |
20 |
18 |
14 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 5 May 2024 (1st): Mv 20% G to CSIF during BULL-return couple-days after a tough week. Lv 43% in G with uncertaintie
|
|
|
| 2024-04-10 12:14:19 |
2024-04-11 |
63 |
3 |
15 |
11 |
8 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 10 APR\'24. Mv 43% bk to GfrmCSIF on Dwn-day/wk w/CPI up, PPI tom is ?, but FED/Mrkt less pos of IntRateCuts, so I d
|
|
|
| 2024-04-06 13:23:54 |
2024-04-08 |
20 |
8 |
30 |
25 |
17 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB Thurs 4/3/24. 1stIFT. Mv 12%more G & -2%F to CSI on what ended up a positive day, but Bull Trend still on & NAIM is
|
|
|
| 2024-02-23 12:11:59 |
2024-02-26 |
33 |
10 |
23 |
18 |
16 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
Comments: - COB 23FEB2024 2ndIFT. Mv10%more Gto CSI aftr Bigger Mv 10days ago, as my TSP still down .9% for YTDbut up 1+% yest, more
|
|
|
