Moving to F on Tuesday?

[harpole]

Seriously, the F fund is terrible!! Now I'm inclined to just stick it out until my strategies next IFT towards the end of March. Surely the F fund will rise some by then...

[ProduceMan]

I need to rethink my F/G strategy, because the F fund makes me want to say the F word a lot!

That’s a good description of F Fund.

[VAmanBulls]

Just want to highlight a shift that some of you I'm sure are seeing. We have to keep an eye on inflation and interest rates because they do impact bonds and stocks. The 10yr Treasury yield just a year ago was 0.4, today it's 1.45%. This may not sound like much, but I feel it's significant. Inflation appears to be on the move also. Home prices are up 11.4% year over year, Copper is at a 10 year high and oil around $60 per barrel. The Bond market is looking forward to higher interest rates so that tanks the bond market. But this also impacts the stock market as the high forward P/E trading stocks are extremely vulnerable in these conditions. Also at risk is the S&P 500 or C fund as it becomes harder and harder to justify the 22.5X forward P/E it's been riding on. Keep in mind, the 5 year average is more like 17X. Some will say these high PE stocks will eventually catch up and I would agree, but I'm all about avoiding a correction that at least on paper makes sense will happen. I'm just saying I think this year is very different than the 2nd half of last year where the 'money' was so easy a caveman could do it. Risk appears to be much greater than reward at least right now. Stay motivated.

[ubascuba]

Just want to highlight a shift that some of you I'm sure are seeing. We have to keep an eye on inflation and interest rates because they do impact bonds and stocks. The 10yr Treasury yield just a year ago was 0.4, today it's 1.45%. This may not sound like much, but I feel it's significant. Inflation appears to be on the move also. Home prices are up 11.4% year over year, Copper is at a 10 year high and oil around $60 per barrel. The Bond market is looking forward to higher interest rates so that tanks the bond market. But this also impacts the stock market as the high forward P/E trading stocks are extremely vulnerable in these conditions. Also at risk is the S&P 500 or C fund as it becomes harder and harder to justify the 22.5X forward P/E it's been riding on. Keep in mind, the 5 year average is more like 17X. Some will say these high PE stocks will eventually catch up and I would agree, but I'm all about avoiding a correction that at least on paper makes sense will happen. I'm just saying I think this year is very different than the 2nd half of last year where the 'money' was so easy a caveman could do it. Risk appears to be much greater than reward at least right now. Stay motivated.

Great assessment. I agree.

[md2018]

Just want to highlight a shift that some of you I'm sure are seeing. We have to keep an eye on inflation and interest rates because they do impact bonds and stocks. The 10yr Treasury yield just a year ago was 0.4, today it's 1.45%. This may not sound like much, but I feel it's significant. Inflation appears to be on the move also. Home prices are up 11.4% year over year, Copper is at a 10 year high and oil around $60 per barrel. The Bond market is looking forward to higher interest rates so that tanks the bond market. But this also impacts the stock market as the high forward P/E trading stocks are extremely vulnerable in these conditions. Also at risk is the S&P 500 or C fund as it becomes harder and harder to justify the 22.5X forward P/E it's been riding on. Keep in mind, the 5 year average is more like 17X. Some will say these high PE stocks will eventually catch up and I would agree, but I'm all about avoiding a correction that at least on paper makes sense will happen. I'm just saying I think this year is very different than the 2nd half of last year where the 'money' was so easy a caveman could do it. Risk appears to be much greater than reward at least right now. Stay motivated.

Great assessment. I agree.

So G fund for now?

[Scorpio70]

Not going anywhere. The S fund had a 32% return last year even with the massive correction.

[Regularguy]

G Fund is favorable to me over F currently. With a huge stimulus coming, Bonds don't seem favorable.

[kilogram]

I'm thinking to just leave it in S fund. Because no matter what happens, it always bounces back.

[Bubba]

G Fund is favorable to me over F currently. With a huge stimulus coming, Bonds don't seem favorable.

The F Fund can be great, but now is definitely not the time for the F Fund. I'm going to stay away until later this year...

[harpole]

I'm still sitting in F fund, hoping it will eventually turn around before my strategy defined move to S on March 26th. It will eventually turn around, maybe, right, (sigh)...?