S Fund
Moderator: Aitrus
S Fund
Congrats on jimcasada for hitting the S fund perfectly.
I thought about it but couldn't pull the trigger (retired and keep thinking a pull back is coming).
I've been on the sidelines most of this year. Been playing the "Shoulda" game a lot.
Good call Jim!
I thought about it but couldn't pull the trigger (retired and keep thinking a pull back is coming).
I've been on the sidelines most of this year. Been playing the "Shoulda" game a lot.
Good call Jim!
Re: S Fund
Thanks. I was watching some stuff on the business news about the Russell 1000, that made me think that small caps were due for a small bump up. It was a spare of the moment decision. I was hoping to catch a quick 1~2%, but it turned out much better. Tried to do the something similar back in April, but it didn't do so well. Luckily, rode it out for a few weeks and it turned out ok. Should have stuck with my original plan to stay mainly in the I-plan this year, just because it did so well at the beginning of Trump's first term (history repeats itself?). Generally speaking, I spend most my time in G-fund, and hopefully catch a bump up once In while.
Re: S Fund
I was tempted to go back S-Fund, I am retired and am more conservative now. I made 10% already this year. But August and September can crash out of nowhere and lately December has been awful as well. I know if I step back into S Fund it will trigger the crash!
Re: S Fund
I wouldn't recommend going into S-fund or anything other than G-fund today, with this Nvidia report coming out later today. I think Nvidia has some sky high expectations. If it's a good report it may still go up, but it it's bad it could bring down all the markets. To risky for me.
Re: S Fund
I went in for a day and was lucky to grab just a little bit. I was tempted to stay for another day (looks like it would have been OK) but decided that close to a 1% gain (between being in G and 1 day in S) was a pretty good deal for August - typically a bad month.
I also don't like being in stocks when important news is coming (what Jim is referencing). Too risky for my blood. Plus, September IFT's are only a few days away if things turn out OK.
I also don't like being in stocks when important news is coming (what Jim is referencing). Too risky for my blood. Plus, September IFT's are only a few days away if things turn out OK.
Fund Prices2026-05-08
| Fund | Price | Day | YTD |
| G | $19.88 | 0.01% | 1.51% |
| F | $21.00 | 0.22% | 0.55% |
| C | $118.83 | 0.86% | 8.51% |
| S | $110.65 | 0.35% | 10.20% |
| I | $63.40 | 0.56% | 14.25% |
| L2075 | $12.28 | 0.68% | 10.68% |
| L2070 | $14.05 | 0.68% | 10.68% |
| L2065 | $23.71 | 0.68% | 10.68% |
| L2060 | $23.72 | 0.68% | 10.68% |
| L2055 | $23.72 | 0.68% | 10.68% |
| L2050 | $45.30 | 0.58% | 9.01% |
| L2045 | $20.36 | 0.54% | 8.55% |
| L2040 | $73.27 | 0.51% | 8.09% |
| L2035 | $19.02 | 0.47% | 7.56% |
| L2030 | $61.91 | 0.40% | 6.55% |
| Linc | $30.42 | 0.21% | 4.04% |
