Thread: DreamboatAnnie's Account Talk

Charts ....
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Hi...Daily charts. Market doing well...
Thinking about moving C over to S, but will see. I could just buy more S??? Decisions decisions...

Best wishes to you all!

Dwcpf.png


SPX now.png

I FUND - EFA. now.png

AGG now.png

Then again... Almost want to just pull some out to ensure some coin for this month...eeeeee.....

Yep... 60G 40S reallocated some more to S fund.

Originally Posted by DreamboatAnnie

Then again... Almost want to just pull some out to ensure some coin for this month...eeeeee.....

I believe we have seen the gains for now...maybe another day of light returns with the S fund likely to eek out tomorrow but lower highs may be in the cards for S. I do sense this Taliban problem is only going to worsen as the 8/31 date appears.
10 yr bond will probably start to climb and not sure about inflation other than I think it will remain on the higher side. So, thinking about a move at the moment. Probably to lighten up and out on Thursday. Decisions.

Originally Posted by DreamboatAnnie

Yep... 60G 40S reallocated some more to S fund.

SPX was at all-time high while SPX short term volatility future is diverging higher from a new low…That’s not a good sign near term…only able to allocate to G fund: 60G 40C


Sent from my iPhone using TSP Talk Forums

Originally Posted by felixthecat

I believe we have seen the gains for now...maybe another day of light returns with the S fund likely to eek out tomorrow but lower highs may be in the cards for S. I do sense this Taliban problem is only going to worsen as the 8/31 date appears.
10 yr bond will probably start to climb and not sure about inflation other than I think it will remain on the higher side. So, thinking about a move at the moment. Probably to lighten up and out on Thursday. Decisions.

Hi Felix, Oh yes... Hoping for an increase in S fund before full exit...this week. But, S Fund is at some major resistance right now but hoping it doesn't drop tomorrow... It seems it could run up a bit more if looking at Slow Stochastic. But C fund seems ready for a little drop...touched upper BB, but I must say its uptrend, which has gone on for many months, is breathtaking! it seems to be lifted by air and just keeps steadily climbing. Will see what happens.

I agree the situation in Afghanistan is going to worsen. Just a matter of time...next Tuesday for sure, but more panic may set in later this week. We are now 7 days from the self-imposed deadline to exit. Very very sad and needless situation unfolding. I hope talks and reason will intervene but so many forces want vengeance for helping USA and no one in complete control and that is what could rock us all. Also, Fed speaks on Friday. I will be out, so likely exit is Wednesday or Thursday, especially if S fund rises...but who knows...will see how it goes.

Best wishes to you and Everyone* !!!!!

Well, just as I feared, looks like $3.5T package will begin further work for passage in house. Not sure how this eventually will affect market, but should think market might like the spending....???? What I dislike is the added debt plus political actions to ensure control. I am wondering at what point Moody's or S&P might decrease our bond rating based on size of our debt and ability to meet debt obligations, etc.... That seems like a swift blindside that could come without notice at some point with all that spending and debt....but we would need to be nearing situation where Congress is arguing on increasing the debt ceiling...that should be coming up soon...maybe in September?? Eh... Who knows....

https://www.msn.com/en-us/news/polit...?ocid=msedgntp

https://www.theepochtimes.com/breaki...t_3944701.html

Interesting article on loan debt..from Moody's
https://www.moodys.com/research/Mood...ons--PR_452851

Keep the stimulus music going, but be on the look out when it stops. This is a very good article on Fed stimulus and the very over-valued stock market. I wonder what Powell will say on Friday regarding bond purchase tappering.... Hummm...

https://finance.yahoo.com/news/jeffr...185634409.html

So, I am likely doing a partial exit to pocket gains. Here are some charts as of few mins ago.

Dwcpf.png

SPX now.png

I FUND - EFA. now.png

AGG now.png

Partial exit. Going 85%, 15%S (from 60/40). Taking more profit. Best wishes to you all !