May 2016

Allocation Percentages for May 2016
F Fund

100%

C Fund

0%

S Fund

0%

I Fund

0%

I want to welcome all the new subscribers this month. We had a record number of new subscribers, and I'm glad that so many people are being proactive in their investments.
This month was a pretty decent month. Although the S&P500 lost about 1.25% in the last week of the month, the C Fund still ended positive for the month. However, my model and analysis are recommending that I move 100% of my investments and allocations to the F Fund. This might just be a temporary move for the month of May, but like we saw late last year, this type of move does not occur very often in my plan, and when it does, turbulence seems to be around the corner-even if it is only just a hiccup of a month or two.
You can see that the standard deviation and average monthly returns of the C, S, and I funds are all very high with very little or negative returns, and these factors are weighing heavily on this move.
Happy investing, and contact me with any questions!
           
  

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
TSP Coach