Good Evening,
We were able to manage another small to moderate gain today thanks to a push from the S-Fund. We also outperformed the DOW for the second straight day. Now just imagine what we can do if all the indices have a day of solid gains….
Dow slips again as IBM shares slide
The days action left us with the following signals: C-Neutral, S-Buy, I-Buy, F-Buy. Our new allocation is 64/S, 36/I. We’ll take another look at it on February 1st to see if any more action is required. Our allocation has gained +0.60% in 2014. Here are the latest posted results:
| 01/21/14 | |||||
| Fund | G Fund | F Fund | C Fund | S Fund | I Fund |
| Price | 14.3075 | 15.8978 | 23.8342 | 34.0616 | 25.6059 |
| $ Change | 0.0040 | 0.0084 | 0.0664 | 0.1594 | -0.0114 |
| % Change day | +0.03% | +0.05% | +0.28% | +0.47% | -0.04% |
| % Change week | +0.03% | +0.05% | +0.28% | +0.47% | -0.04% |
| % Change month | +0.14% | +0.99% | -0.17% | +1.16% | +0.16% |
| % Change year | +0.14% | +0.99% | -0.17% | +1.16% | +0.16% |
| L INC | L 2020 | L 2030 | L 2040 | L 2050 | |
| Price | 16.8483 | 21.84 | 23.5138 | 24.9004 | 14.102 |
| $ Change | 0.0116 | 0.0276 | 0.0371 | 0.0455 | 0.0280 |
| % Change day | +0.07% | +0.13% | +0.16% | +0.18% | +0.20% |
| % Change week | +0.07% | +0.13% | +0.16% | +0.18% | +0.20% |
| % Change month | +0.19% | +0.20% | +0.23% | +0.27% | +0.27% |
| % Change year | +0.19% | +0.20% | +0.23% | +0.27% | +0.27% |
The C Fund seems to have picked up a little steam over the past few sessions. We’ll see if that trend holds up.
The SPX (C-Fund) tried for a new, all-time high yesterday, but fell short.
As I have mentioned a few times lately, the market is on its side. It seems to be neither committed to a rally or to a pullback. That makes balancing our allocation tricky. Bonds (The F-Fund for us) are currently out performing, but just when they start producing our equity funds have a decent day and the bonds pull back. To make a move to defensive funds at this time would be premature and could even lead to losses should the F-Fund tank which it will surely do if the uptrend resumes. We’ll continue to watch our charts and make adjustments according to what they tell us. However, that can seem frustrating when the market just can’t seem to get any traction one way or the other. It often leaves us chasing things, but eventually, with God’s help, we will catch up. We always do. Have a nice evening.
God bless,
Scott
