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zbwmy
03-16-2004, 03:36 PM
Moved 20% from C Fund intothe S Fund for Wednesday's opening.

Now at 80% C 20% S

tsptalk
03-16-2004, 03:55 PM
Cool. What happened to the S fund today? I thought the interest rate news would make them happy.

AllexBancs
03-16-2004, 04:39 PM
zbwmy - nice move. Welcome to the small caps. AB:cool:

zbwmy
03-17-2004, 11:20 AM
AllexBancs,

My first move in 15 years (20% to S), and at noon Wed. looks like a winner. I'm feeling bullet proof.

AllexBancs
03-17-2004, 04:49 PM
zbwmy - you are the Warren Buffet of the TSP. Few moves, but you make them count. Any thoughts about entering a position in the other funds? Keep us updated. :cool:

Wheels
03-17-2004, 05:35 PM
zbwmy moved one fifth of his money from the C to the S. I'm glad he is loosening up a bit (perhaps from reading posts on this board) and while the S did outperform the C today (1.55% to 1.17%), perhaps comparisons to Berkshire-Hathaway are a bit premature.

Dave

AllexBancs
03-18-2004, 08:15 AM
Wheels - point taken. :cool:

zbwmy
04-02-2004, 10:24 AM
zbwmy wrote:
Moved 20% from C Fund intothe S Fund for Wednesday's opening.

Now at 80% C 20% S



According to my primative calculations, since I made the move to the S Fund on 3/16 my earnings are as follows.

Last 15 Days:

S Fund - 4.7%

C Fund - 2.5%

I am a long term investor, I welcome suggestions on my next move.

Mark

tsptalk
04-02-2004, 10:28 AM
Long term investors should be in stocks as you are now. Maybe get a bit more aggressive with S and I.

NatX
04-02-2004, 10:36 AM
Are you making a move today? If so where?

Thanks!

Natalie

zbwmy
04-02-2004, 10:47 AM
No move today, want to see the close.

RadarKing
04-02-2004, 04:47 PM
:( Not a good move there, ZBWMY. The best gains in the next 2-3 month cycle will be in the C Fund.

zbwmy
04-03-2004, 09:01 AM
RadarKing,

Welcome to the Forum. Where are your allocations? How many years do you have until retirement? Are you an aggressive investor?

I have 80% in C Fund, do you think I need to to move the rest in there and therefor eliminate 5300 companies from my portfolio and just stick with the 500?

RadarKing
04-03-2004, 09:16 AM
I don't really understand the reference to the 5300 stocks. In fact, I don't really understand any of this stuff, which is why I made a statement above about the C fund outperforming without backing it up at all. The truth is I'm not a very attractive man and my co-workers don't like me very much, so this is really the only way I have of interacting with people.

RadarKing

Ecurb
04-04-2004, 06:06 AM
Radar,

There are 500 stocks in the c fund and 5300 in the S fund where Zbwmy moved 20% of his previously 100 % C thus 80% C and 20% S. ( I missed the move and as Tom, I am still 100% G and hoping for a pull back:(...)

Ecurb

NatX
04-05-2004, 09:42 AM
As they say, misery loves company.:?

darkwoods2001
05-13-2004, 04:24 PM
I use MSN money manager to track my investments. I was using the symbol $EMW.X. to track the Wilshire 4500 fund. It stopped up dating this month. Does any one have a good substitute.
I have not transfered funds often in the past and lost a lot of my investment during the melt down.I was 100% C until the S fund opened. 3/11/04 I went 60 S ,40 I.I went 50-50 S & I 5/10/04.It my be time to hold some C fund.

Ecurb
05-13-2004, 05:36 PM
Darkwoods,

I have used EMW as well, however after reading your post I went to 'BigCharts.com' . Use '95899w10'. It works...:)

Ecurb

tsptalk
05-13-2004, 05:42 PM
darkwoods2001 wrote:
I use MSN money manager to track my investments. I was using the symbol $EMW.X. to track the Wilshire 4500 fund. It stopped up dating this month. Does any one have a good substitute.

Also "finance.yahoo.com/q?s=^EMW"

FundSurfer
09-29-2004, 08:55 PM
http://www.wilshire.com/Indexes/Broad/Wilshire4500/

In June the TSP board changed to tracking the Dow Jones Wilshire 4500 Completion Index. Symbol ^DWCPF

Yahoo chart

http://finance.yahoo.com/q?s=^DWCPF&d=t

FundSurfer
09-29-2004, 09:04 PM
I noticed that Tom uses ^DWCP instead of ^DWCPF. The F has to do with "free-float" adjusted. (has adjustment for market capitalization??)

I'm already saying more than I understand. Anyway thought it was interesting.

eukrate
09-30-2004, 09:14 AM
A quote from their press release:

"The Dow Jones Wilshire indexes will be free-float weighted, using the existing Dow Jones Indexes free-float methodologies that remove corporate shares that are not available for public trading. "
http://www.djindexes.com/downloads/meth_info/DJWilshire5_45_Method.pdf

In other words, they're both market-cap weighted but the float factors used in constructing dwcpf adjust the index by removing insider-owned shares. The full-cap weighted index, dwcp, reflects ALL shares. They almost the same ( they're identical prior to July 2004), but dwcpf is probably closer to the TSP S fund.

FundSurfer
09-30-2004, 03:26 PM
Thanks! That actually makes sense.