Friday, June 5, 2015

401K Monthly Analysis – Sideways Shuffle 6/5/15

This is my monthly 401K post. The chart of the S&P500 (SPY) remains moving sideways with an up signal. That in itself is remarkable as the talk of gloom and doom has far outpaced the actual performance of the US markets. The bond markets are definitely showing pain. This is demonstrated on the chart of TLT, long term treasury funds. PIMCO Global bond fund is pointing down. And so is IYR Real estate funds ETF… one is left with a gloomy picture and I have succumbed to it by going to cash. The technical should have me in stock funds… but which ones?

In my current employer’s 401K the strongest funds to be in are Fidelity Invst Div Intl, Fidelity Growth Strategies and Fidelity Blue Chip growth. Bond funds in the 401K are currently losing money. International is still holding up although it seems to be starting to turn down. Forget Real estate funds right now… the Growth strategies are strong is also reflected by the QQQs treading sideways. So the strong funds are going sideways, and the weaker ones are swooning… not a comfortable time in the markets.

In my previous employer’s 401K the strongest funds are TRowe Price Intl Disc, Fidelity Invst Div Intl and Fidelity Mt Vernon Growth. Once again the international and growth funds show strength.

This is a time that if one is invested, it might be time to pare down. But if the market breaks through the resistance, investors will pile on in a hurry.




No comments:

Post a Comment