March 2016

Allocation Percentages for March 2016
F Fund

0%

C Fund

100%

S Fund

0%

I Fund

0%

Happy Leap Year, except for the fact that had it not been for the 29th, we would have had a positive month by over 0.65%.
My monthly distributions are going to remain 100% in the C Fund. Although we seem to be riding the fence on which way the market will go, based on my analysis and methods, the S&P500 appears to be in an island of stability. While this area of stability has lower returns than other areas of stability, in fact the average monthly returns hover around 0%, it means there is less likelyhood for a dramatic change in the near term. My portfolio has actually improved from the last few months on the Sharpe Ratio, and I expect to see very modest gains month to month. As for the F Fund, its safe harbor is not necessary while we are on this island (sorry for the metaphor...).
I'll post more about the island in my blog in the coming days. Happy Investing!
           
  

TSP FUND QUOTES

Date L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 L 2070 G Fund F Fund C Fund S Fund I Fund
2024-11-22 26.8071 13.8108 51.0235 15.4040 58.6345 16.1249 35.5088 17.9670 17.9648 17.9624 10.6429 18.6680 19.5294 94.1871 96.2559 42.6555
2024-11-21 26.7630 13.7847 50.8402 15.3435 58.3842 16.0512 35.3363 17.8624 17.8602 17.8579 10.5814 18.6658 19.5205 93.8581 94.6413 42.4370
Daily Change 0.16%0.19%0.36%0.39%0.43%0.46%0.49%0.59%0.59%0.59%0.58%0.01%0.05%0.35%1.71%0.51%
Month to Date 1.08%1.22%2.18%2.37%2.56%2.72%2.89%3.49%3.49%3.49%3.46%0.26%-0.33%4.74%11.13%-1.08%
Year to Date 7.64%8.67%12.8%13.65%14.52%15.26%16.02%18.82%18.82%18.82%0%3.92%1.6%26.66%24.85%6.16%
Details L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 L 2070 G Fund F Fund C Fund S Fund I Fund
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