2007/06/01 Holdings: 30% G / 0% F / 40% C / 15% S / 15% I
30% G / 0% F / 40% C / 15% S / 15% I
Moving US and international holdings to G Fund. This will mitigate a market downturn and provide assets to reinvest later. The market (both US and International) seem mildly shaky right now...
I will be looking at moving more stock assets to the G Fund on a weekly basis - especially in a market downturn. I will be watching each fund carefully to note trends that are not flat...
Tom, this post is part of the original. I am trying to follow the directions to the 'T' to make things easier.
2007/06/05: Dollar Devaluation...
To All,
The United States will almost balance its budget for this fiscal year (October 1, 2006 through September 30, 2007).
:notrust:You will be reading many articles like the following:
Persian Gulf Tide of Depegging from the U.S. Dollar Flows Into China
:cool:Basically, the US will only be selling $70 Billion in treasury investments over the current fiscal year. Nations flush with cash will have to look elsewhere to park their money. Oddly, parts of the stock market may be one area. Other regions of the world may also compete for bond dollars. Next year the US government will once again be demanding redemption of high interest Treasury Bonds - probably to the tune of about $150 Billion.
:(I do not discount, however, the fact that the dollar may lose its status as the currency of choice. I think that things will change when the less stable entities that are the current darlings of the national banks economically flop...
We shall see...
Regardless, I am thinking of moving another 10% of my TSP holdings from the stock market (C,S,I) into the G fund - maybe Friday. We shall see...
:toung:But, for now, hold that course...
Just Left 30% on the sidelines :-&
Still holding 30% in the G Fund...
My normal default of "60% C / 20% S / 20% I" would have resulted in a gain of 1.07%.
Instead I gained 0.74%:(
The scary thing is that I don't see much in the way of positive or negative movement. In the end, me thinks there will be a little slump - especially when the NYT starts hollering that the Federal revenues sagged from May 2006 levels. They will simply forget that the IRS was a bit better at accounting for tax returns in April 2007 than April 2006. So, May 2007 will grow only 8+% over last year...
Summer is going to be flat.
2% - 4% downturns:(, 2% - 4% upswings:)
I will use the G fund to Dollar Cost Average. Waiting for the downturn...
Lame, but true: Rebalanced to 20% G / 40%C / 25% S / 15% I
Yup,
I started the hot quarterback yesterday...
When I saw the market dropping in the morning I decided to follow my own advice and Dollar Cost Average on a small correction. As yesterday looked to be greater than a 1% decline - which would result in a 5% correction - I decided to move 10% of my holdings to the fund hardest hit.
I moved from: 30% G / 0% F / 40% C / 15% S / 15% I
to: 20% G / 0% F / 40% C / 25% S / 15% I
That will result in a pretty penny today with the big boom:)
And, no, I still cannot post my transactions. Don't have 25 posts...