Reply to Move TSP to G for a bit?

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]The highly sophisticated investors on this thread are now comparing themselves to Warren Buffet!

Massive egos or delusional?[/quote]

And you think adamantly taking the opposite view of Biffet doesn’t make you sound delusional?  Your ego is so large you need to prove you make better investment decisions that Buffet?[/quote]

Buffet is sitting on like a 340bn cash stock pile right now, so my sitting in G is not a bad call. I am holding G because I really do want to be in C or I or a combo, but I think I can park my money in G for a while while the market keeps falling. I think I am right about this. I have been right the last 30 days since I moved from I to G and I think time will prove me right. If not, you cucks on here can laugh at my expense. However, you all read the news I hope. You see the pessimism, lack of jobs, inflation, oil prices and the like. You all really think the S&P is just itching to rally over the next few years? I don’t. I think we are headed for a massive recession or at best a hard economic time. Once I feel the market is in sufficiently down, I will move to C or I and have been able to buy more shares because I sat in G and didn’t lose principle. It ain’t that crazy.[/quote]

Buffet is using that cash pile to buy businesses at attractive valuations. Your cash pile is just sitting there. [/quote]

NP here:

Buffet's cash pile is growing faster than he spends it on buying businesses. It is, in fact, just sitting there in Treasuries.

[quote][i]
As of late 2025/early 2026, Berkshire Hathaway has prioritized holding a record-setting cash pile of over $300–$381 billion, largely invested in U.S. Treasury bills, over making significant stock purchases. [b]Warren Buffett has been a net seller of stocks for 12+ consecutive quarters,[/b] indicating a cautious stance due to high market valuations (AI-driven), choosing to remain on the sidelines rather than overpaying for assets.

Key Aspects of Berkshire's Cash vs. Purchase Strategy:
Record Cash Hoard: The company holds over $300 billion in cash and short-term investments, roughly 27% of its total assets, the highest in its history.
Net Seller Status: Berkshire has consistently sold more stocks than it purchased, acting as a net seller for over three years.
"Dry Powder" Strategy: The cash acts as "dry powder," providing maximum flexibility for future acquisitions, covering insurance obligations, and ensuring safety during potential market downturns.
High Valuations: Buffett views the current stock market (S&P 500) as overvalued, as shown by the high Buffett Indicator (market cap to GDP), preferring to hold cash yielding respectable returns rather than buying expensive stocks.
Yielding Cash: The cash isn't idle; it's generating over $13 billion in risk-free interest, making it a lucrative waiting game.
Reduced Buybacks: For the first time in several years, Berkshire halted share repurchases in Q3 2025, suggesting even their own shares were not undervalued.[/i][/quote][/quote]

Do you think this article supports the OP's assertion that he can beat the market via market timing?[/quote]

I think OP is joining Buffet’s bandwagon. It’s very clear that BH has been profit taking because they are very worried about over heated valuations and geopolitical risks. BH is fairly illiquid and can’t sell quickly (unlike OP) without tanking its own investments.

Anyways, I’m now about 65% G fund as of today. [/quote]

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