Page 4 of 4 FirstFirst ... 234
Results 37 to 47 of 47

Thread: Flalaw97's Account Talk

  1. #37

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    just read the TSP website description maintained through daily rebalancing to the fundís target allocation. so it is daily IFT.

  2.  
  3. #38

    Default Re: Flalaw97's Account Talk

    Yes, that's been a sore spot for some of here knowing they re-balance every day, so what's the big deal if they added more to the daily tally?

    It would probably one big fund to fund transaction each day. Tally up all the moves, and enter the total order in at the end of the day.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor. Do your own due diligence.

  4.  
  5. #39

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    NAAIM remains steady at 97. Continuing the "smart money" active money managers feeling more bullish than they have been in months...

  6.  
  7. #40

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    NAAIM line reads almost identical to last week: 93.95 this week, 92.83 last week. Remains bullish.

    Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation
    09/01/2021 93.95 25 81.31 100.00 100.00 200 39.24
    08/25/2021 92.83 20 80.00 100.00 100.00 200 37.95

  8.  
  9. #41

    Default Re: Flalaw97's Account Talk

    Do you know what Quart 1, 2 and 3 represent? I still cant quite figure that out...

  10.  
  11. #42

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    Quote Originally Posted by Beester15 View Post
    Do you know what Quart 1, 2 and 3 represent? I still cant quite figure that out...
    I believe those represent the 1st, second and third quartile of investment managers (quartile 1 is the 25% most bearish?) so this would indicate that even the most bearish quartile is 81% invested long (bullish).

  12.  
  13. #43

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    I have been looking hard into Health Savings Accounts and I came across this article: https://www.wealthenhancement.com/bl...o-dig-into-hsa
    This is the second time I have seen "experts" saying not to touch money in HSA until after retirement, even when you have medical expenses that would qualify. It doesn't make sense to me and when I saw the following example, I knew they were leaving a big factor out of their calculations: Save More by Compounding Interest

    Consider this example: Person A contributes $1,500 annually to an HSA but uses $500 for medical expenses, creating a net contribution of $1,000 every year. Person B also contributes $1,500 annually but uses money from a checking account to pay the $500 in annual medical expenses. After 20 years, if we assume a 6% rate of return, Person A would have about $36,800 in an HSA while Person B would have about $55,200. While this is a hypothetical example, it illustrates the power of leaving your money to grow as long as possible.
    They completely ignored the fact that Person B spent $500 per year of AFTER TAX dollars each year - $10,000 - all of which could have been invested at that same 6% rate of return! And that doesn't add in the 24% tax savings...

  14.  
  15. #44

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    NAAIM dropped a little this week but still pretty bullish sentiment:
    Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation
    09/08/2021 84.68 20 45.00 100.00 100.00 200 43.85
    09/01/2021 93.95 25 81.31 100.00 100.00 200 39.24
    08/25/2021 92.83 20 80.00 100.00 100.00 200 37.95
    08/18/2021 70.57 -50 35.00 90.00 100.00 200 58.22

  16.  
  17. #45

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    NAAIM dropped from 87 to 77 but not a very significant change in the numbers:
    Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation
    09/22/2021 77.70 0 52.25 82.63 100.00 200 47.37
    09/15/2021 87.02 0 60.00 100.00 100.00 200 47.86
    09/08/2021 84.68 20 45.00 100.00 100.00 200 43.85


  18.  
  19. #46

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    First true bearish sentiment in months:

    Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation
    09/29/2021 55.02 -100 2.50 52.50 100.00 200 72.13
    09/22/2021 77.70 0 52.25 82.63 100.00 200 47.37
    09/15/2021 87.02 0 60.00 100.00 100.00 200 47.86

  20.  
  21. #47

    Join Date
    Mar 2020
    Location
    Cape Cod
    Posts
    264

    Default Re: Flalaw97's Account Talk

    NAAIM has not turned back to Bullish sentiment, in fact slipped a little more bearish:
    Date NAAIM Number Mean/Average Bearish Quart1 Quart2 Quart3 Bullish Deviation
    10/13/2021 64.46 -100 47.50 82.50 100.00 115 52.37
    10/06/2021 68.60 0 25.00 60.00 100.00 200 51.09
    09/29/2021 55.02 -100 2.50 52.50 100.00 200 72.13
    09/22/2021 77.70 0 52.25 82.63 100.00 200 47.37

  22.  
Page 4 of 4 FirstFirst ... 234

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
SPY (C Fund) (delayed)
Flalaw97's Account Talk
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
Flalaw97's Account Talk
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
Flalaw97's Account Talk
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
Flalaw97's Account Talk
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes