August 2017

Allocation Percentages for August 2017
F Fund

0%

C Fund

40%

S Fund

14%

I Fund

47%

This year is developing into a banner year for the I Fund. It was only 6 months ago when articles were complaining about the I Fund and how it is not truly an international fund nor does it take advantage of developing markets as almost 75% is invested in the following five countries: Japan, the UK, France, Germany and Switzerland. Understanding these markets, the geopolitical climate driving their returns, and the elephant in the room, Brexit, is nigh impossible. I think we find ourselves in a very enviable position with positive returns across all the Funds. As a result, my system is recommending that I continue to devote more of my investments into the I Fund while still balancing the always uncertain future of the international markets with the C and some of the S Fund. Although I'm not one for hedging in my monthly summaries, I will say that I would not be surprised to see August be a down month across the board. For my new military members, remember to maximize your investment for your retirement! Keep 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
2025-03-28 26.8594 13.8120 50.1902 15.1042 57.3059 15.7146 34.5059 17.2790 17.2769 17.2747 10.2384 18.9577 19.9738 88.4507 82.3925 44.2564
2025-03-27 26.9686 13.8746 50.6826 15.2667 57.9789 15.9125 34.9707 17.5702 17.5680 17.5657 10.4107 18.9555 19.8635 90.2289 84.2106 44.7319
Daily Change -0.4%-0.45%-0.97%-1.06%-1.16%-1.24%-1.33%-1.66%-1.66%-1.66%-1.66%0.01%0.56%-1.97%-2.16%-1.06%
Month to Date -0.82%-0.94%-2.24%-2.49%-2.74%-2.95%-3.16%-3.86%-3.86%-3.86%-3.86%0.33%-0.18%-6.17%-7.59%0.96%
Year to Date 0.44%0.37%-0.51%-0.66%-0.83%-0.97%-1.12%-1.73%-1.73%-1.73%-1.72%1.09%2.54%-4.82%-8.61%5.63%
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