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Thread: What's your criteria for selecting between C or S Fund when making an IFT?

  1. #13

    Join Date
    Oct 2006
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    SEATTLE, WA
    Posts
    372

    Default Re: What's your criteria for selecting between C or S Fund when making an IFT?

    Quote Originally Posted by jpcavin View Post
    What criteria do you personally look for to determine whether to move to S Fund or C Fund? I often hear folks say, "S looks a little better" or "C has more potential." I look at both and just scratch my head. How do you arrive at your decision to pick one over the other?
    My advice is much more technical so hang with me...look at the last 30-90 days of share prices.................................and see which one has moved higher.
    "He stood 6'6 and weighed 245, kinda broad at the shoulder and narrow at the hip...and everyone knew you didn't give no lip to BigJohn..."

  2.  
  3. #14

    Default Re: What's your criteria for selecting between C or S Fund when making an IFT?

    As with any "system", you always need to ask yourself one simple question...

    "How's that working out for you?"

    If you like the answer, stay with it.

    If you don't like the answer, you might consider a change in tactics.
    CURRENT ALLOCATION: 100% I AS OF C.O.B. 5/22/2017

  4.  
  5. Default Re: What's your criteria for selecting between C or S Fund when making an IFT?

    Two factors to consider:

    First, seasonality. For example, the "January effect" strongly favors small caps (S fund) over larger caps (C Fund). There is a nice chart on fidelity.com that I've printed and keep in a file showing seasonality month by month over the last, I think 45 years. Some months favor C Fund.

    Secondly, think "the trend is your friend." If C has been running hot for several months, this, and the factors driving it, can override the seasonality indicator. While thinking "the trend is your friend," don't leave out the I Fund. There was a long period when the I Fund was kicking butt. I locked into it and didn't budge. Right now I is dead meat.

    My current allocation, when in stocks: S.

    Current allocation: 100% S. Good Luck.

  6.  
  7. #16

    Join Date
    Aug 2008
    Location
    Pensacola, FL
    Posts
    6,311

    Default Re: What's your criteria for selecting between C or S Fund when making an IFT?

    Quote Originally Posted by MrJohnRoss View Post
    As with any "system", you always need to ask yourself one simple question...

    "How's that working out for you?"

    If you like the answer, stay with it.

    If you don't like the answer, you might consider a change in tactics.
    Sound similar to something out of Carlos Castaneda's book The Teachings of Don Juan. "Look at every path closely and deliberately. Try it as many times as you think necessary. Then ask yourself alone, one question . . . Does this path have a heart? If it does, the path is good; if it doesn't it is of no use.”
    If tears could build a stairway, I would walk right up to heaven and bring you back again.

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SPY (C Fund) (delayed)
What's your criteria for selecting between C or S Fund when making an IFT?
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DWCPF (S Fund) (delayed)
What's your criteria for selecting between C or S Fund when making an IFT?
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
What's your criteria for selecting between C or S Fund when making an IFT?
(Stockcharts.com Real-time)
AGG (F Fund) (delayed)
What's your criteria for selecting between C or S Fund when making an IFT?
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