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 Prices2026-05-15
| Fund | Price | Day | YTD |
| G | $19.90 | 0.01% | 1.60% |
| F | $20.76 | -0.62% | -0.60% |
| C | $119.03 | -1.22% | 8.69% |
| S | $108.28 | -1.95% | 7.84% |
| I | $61.97 | -2.08% | 11.68% |
| L2075 | $12.16 | -1.60% | 9.60% |
| L2070 | $13.92 | -1.60% | 9.60% |
| L2065 | $23.48 | -1.60% | 9.60% |
| L2060 | $23.48 | -1.60% | 9.60% |
| L2055 | $23.49 | -1.60% | 9.60% |
| L2050 | $44.90 | -1.36% | 8.07% |
| L2045 | $20.19 | -1.28% | 7.66% |
| L2040 | $72.71 | -1.20% | 7.27% |
| L2035 | $18.88 | -1.10% | 6.81% |
| L2030 | $61.55 | -0.93% | 5.94% |
| Linc | $30.34 | -0.48% | 3.75% |
