S&P Status

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S&P Status

Post by VAmanBulls »

59% of companies in the S&P 500 have now reported Q4 results. 81% beat earnings and 79% beat revenue. 77 companies will report this week. The S&P 500 forward P/E is up to 22X this week. The 5 year average is 17.6X. The Fed is fueling this high forward PE. But we need to watch increasing interest rates and a possible tax increase for corporations. The S&P target looks good for 2021, maybe over 4000 and closer to 4300. Your typical pull-backs along the way. That target is only IF we don't see a tax increase and I don't think we will for 2021. But, I do think we'll see that tax increase in 2022. Keep a sharp ear out for what J. Yellen says as we move. A signal will be given. Renewable energy, clean energy, green energy sectors and China stocks are hot right now. BTW, you ever stop and think about what is used to produce all of the electricity needed to recharge all of these batteries? I don't know, I'm drinking the fruit punch and hold: LI, PLUG, BYDDF, SBE, TSLA. I recently did some profit taking in my real TSP account and have 30% in cash but I'm looking to use some of that to buy into any pull-backs. So what's your outlook? Stay motivated TSPers and Ride that Bull!

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Joined: Thu Jan 28, 2021 1:26 pm

Re: S&P Status

Post by 9wecooper9 »

For your assessment, I agree wholeheartedly. I'm just not into buying the currently high flying green renewable energy stocks at this time (they're out of the stratosphere on valuations). Instead, I'm more conservative looking at recovery stocks (eg, materials). However, for now I'm waiting on a pullback before I buy more. I agree with what Cramer said today, things are getting a little "Frothy" out there. I'm not buying TSLA since it is already a significant portion of the S&P 500/C fund and it's already in my portfolio.

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Joined: Mon Aug 18, 2014 9:53 am

Re: S&P Status

Post by haywoodkb »

VAmanBulls wrote: Sun Feb 07, 2021 1:12 pm But we need to watch increasing interest rates ...
The treasury.gov site has the interest rates as a table of numbers,
but where can I find a nice graph of the Yield Curve?

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Fund Prices2021-05-05

G $16.58 0.00% 0.42%
F $20.70 0.08% -2.32%
C $62.32 0.07% 11.47%
S $81.57 -0.61% 9.93%
I $37.99 1.11% 7.36%
L2065 $13.62 0.33% 9.74%
L2060 $13.62 0.33% 9.74%
L2055 $13.62 0.33% 9.74%
L2050 $27.84 0.28% 7.87%
L2045 $12.72 0.26% 7.40%
L2040 $46.51 0.25% 6.94%
L2035 $12.31 0.23% 6.40%
L2030 $41.05 0.21% 5.87%
L2025 $11.68 0.17% 4.67%
Linc $22.81 0.09% 2.37%

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