Sunday, August 3, 2014

401K Monthly Analysis – Still in Stocks? 8/3/14

In my monthly 401K analysis, I select which funds I should be in every month. My first decision to participate in my 401K is based on whether S&P500 (SPY) is up or down. I will not participate if it bears down as the market typically takes everything down with it. As such, SPY has an exit signal and is pointed down. I have already pared down on my 401K. I am still holding on to some funds that require longer hold times otherwise I pay high redemption fees.

In my current employer’s 401K funds the top funds are WFA SPL Midcap VL, and Fidelity Equity fund.

In my previous employer’s 401K funds the top choices are Lazard Emerging Market and Cohen & Steers Realty. I still have positions in those and have purchased put options on SPY to start taking some downside protection. The chart on LZEMX has a short term down arrow. I would not enter this fund at this time.


The SPY chart posted earlier on Friday shows an exit long; but the moving averages are still in very stable territory and it is likely that short term weaknesses may change later to another upward move. Still, I will plan on getting out of these funds on a bounce.







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