Page 2 of 2

Re: A little table talk please, whats looking good for June

Posted: Sat May 26, 2018 11:04 pm
by Scarfinger
Elkhunter wrote:If I would have stuck with S this month I would have gain 4%, I moved around to much and only got 1.2%, In June will S keep out performing C?
I didn't read all the post but the correct answer is... NO ONE knows. We are all guessing.

But seasonally the "F" is suppose to be the best fund for June. But that is no guarantee that S/C/I will do bad or worse than "F"

Re: A little table talk please, whats looking good for June

Posted: Tue May 29, 2018 3:09 am
by cswift01
Octjan2 wrote:I went ahead and pulled the trigger and went to I. 50/50 as to whether I will regret it.
I'm concerned about going I for the near future. This is due to the Italian elections that will be coming soon again. As of now the date isn't clear, but more than likely 5 Stelle and Liga Nord will win even more support. If that happens, then they could try to leave the Euro area and maybe even the EU. That would be a huge punch in the gut for the I Fund.

Long story short, beware of this potential.

In the short-term, the Dollar is gaining strength. I suspect we'll see some more gains through June. I expect July and August to see a surge in the Euro so being in I might be good for a short-term adventure.

At the end of the day, who knows?

Best,

Me

Re: A little table talk please, whats looking good for June

Posted: Tue May 29, 2018 5:08 pm
by evilanne
Interesting Debt Clock for major countries compares Debt to GDP--look at countries with Debt > GDP http://www.usdebtclock.org/world-debt-clock.html

Re: A little table talk please, whats looking good for June

Posted: Tue May 29, 2018 5:16 pm
by Octjan2
cswift01 wrote:
Octjan2 wrote:I went ahead and pulled the trigger and went to I. 50/50 as to whether I will regret it.
I'm concerned about going I for the near future. This is due to the Italian elections that will be coming soon again. As of now the date isn't clear, but more than likely 5 Stelle and Liga Nord will win even more support. If that happens, then they could try to leave the Euro area and maybe even the EU. That would be a huge punch in the gut for the I Fund.

Long story short, beware of this potential.

In the short-term, the Dollar is gaining strength. I suspect we'll see some more gains through June. I expect July and August to see a surge in the Euro so being in I might be good for a short-term adventure.

At the end of the day, who knows?

Best,

Me
Too late now. I’m already caught up in it after today’s loss. Might as well ride out another 10% loss this year.

Re: A little table talk please, whats looking good for June

Posted: Tue May 29, 2018 9:36 pm
by jimcasada
I'm thinking about switching to -I- tomorrow or Thursday. I have one more regular interfund transfer left for this month, and I generally prefer not to enter a new month in the -G- fund. Any thoughts?

Re: A little table talk please, whats looking good for June

Posted: Wed May 30, 2018 7:26 am
by cswift01
jimcasada wrote:I'm thinking about switching to -I- tomorrow or Thursday. I have one more regular interfund transfer left for this month, and I generally prefer not to enter a new month in the -G- fund. Any thoughts?
I'm going part G, C and S with a tiny sprinkle in I. I think June is going to bring on a few more hiccups, but given that the tax cuts are finally trickling down into dividends, I expect the next quarters to be gainers for C and S (remember that S is a combination of mid and small caps, not only small caps).

Enjoy!