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
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