Commentary
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Still in small cap stocks
on
2010/05/31 by
Alex, [TSP,Thrift Savings Plan]
Though the stock market has been shaky for the past month, we believe that the S Fund (“Extended Market”) remains the best TSP fund at the moment. Bonds, in the form of the F Fund (“Total Bond”), are a somewhat distant second. The worst performer right now is, of course, the I Fund (“Europe Pacific”). [...]
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Real estate and bonds
on
2010/05/31 by
Alex, [ETF,Exchange-traded funds]
It looks like the shakeup in stocks could be coming to a close. In our opinion, of the funds that we follow, the best fund right now is real estate (IYR), which is what we’re recommending this week. Government bonds (TLT), which we recommended last week, are still a very good choice, but real estate [...]
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Government bonds
on
2010/05/23 by
Alex, [ETF,Exchange-traded funds]
With stocks in a tumble, money is flowing into bonds, which is what we’re recommending this week. Gold, our last recommendation, did slip a bit during the last week. Longer-term, it remains in an uptrend. We’re switching out of gold, though, because the uptrend in bonds appears stronger. (follow: facebook, twitter, identi.ca, rss.)
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Gold
on
2010/05/16 by
Alex, [ETF,Exchange-traded funds]
We’re back in gold again. Real estate, which we recommended last time, still has a very good expected return, though its risk is now much higher than gold’s. Malaysia‘s performance characteristics are similar to those of gold, and we’re recommending both of them in our Conservative allocation. (follow: facebook, twitter, identi.ca, rss.)
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Holding on to small caps
on
2010/05/16 by
Alex, [TSP,Thrift Savings Plan]
Despite the recent market shakeup, the S Fund (“Extended Market”) still looks like the place to be. The C Fund (“S&P 500″), on the other hand, though it could have a decent return, is much riskier. The I Fund (“Europe Pacific”) is almost certainly in a downtrend. If you are looking for safety right now, [...]
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Real estate and gold
on
2010/05/10 by
Alex, [ETF,Exchange-traded funds]
While we are staying in real estate, with the big shakeup in stocks over the past week, we are also moving into gold. As far as foreign stocks, Austria, which we recommended last time, is doing miserably, so we are getting out of it. But Korea, though also down, is doing relatively well, so we [...]
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Small caps in the lead
on
2010/05/03 by
Alex, [TSP,Thrift Savings Plan]
We’re staying in the S Fund (“Extended Market”), since it appears to have the best prospects, though it is a bit overbought. Stock funds, such as the S Fund, C Fund (“S&P 500″), and L2040 (“Lifecycle 2040″), have high expected returns right now. On the other hand, though expected returns for the non-stock funds, like [...]
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Real estate and foreign stocks
on
2010/05/03 by
Alex, [ETF,Exchange-traded funds]
We are continuing to recommend real estate and foreign stocks this week. Though government bonds are still very risky, they do have potential, and we’re putting a little money into them in our Balanced allocation. (follow: facebook, twitter, identi.ca, rss.)
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Broad uptrend in stocks continues
on
2010/04/25 by
Alex, [ETF,Exchange-traded funds]
We’re recommending a few funds this week, including international funds, financials, real estate, and semiconductors. The uptrend in financials appears the strongest though it is relatively new. Pharmaceuticals, which we recommended last week, are still in an relatively low-risk uptrend, but the expected return for our new recommendations is higher. Bonds, particularly government bonds, are [...]
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Pharmaceuticals
on
2010/04/19 by
Alex, [ETF,Exchange-traded funds]
We’re switching into pharmaceuticals this week. Other funds that are performing well include biotech and corporate bonds. (follow: facebook, twitter, identi.ca, rss.)