January 2017

Allocation Percentages for January 2017
F Fund

0%

C Fund

100%

S Fund

0%

I Fund

0%

I hope everyone is enjoying the holidays. We had a very respectable month with positive returns on all the Funds. The rally that was mainly focused on the S Fund last month seems to have tapered a bit and the money has started to find a home in both the C and I Funds. The I Fund investments is an interesting development in light of the new administration's policies, but I think it is more of a result of the stabilization (at least in the near term) of oil prices and a year-end desire to buy cheaper overseas stocks in the hope of a global recovery. We will have to see where the I Fund leads us. For now, I am shifting back into the C Fund. I think the strong rally it is now enjoying is a result of the new administration's proposed tax policies, reduced regulations, and general relief that the economy will be the focus for at least the next four years. We have ended the year with a positive 3.91% return. Given all the ups and downs, I will take it. I know that the C and S Funds performed much better, but chances are that if we had chased the market we would have lost, and the risk profile for both was very high. My system, while it misses some of the rallies, prevents the catastrophic loss seen in previous years and the annualized, 10, and 5-year returns prove it. Have a Happy New Year!
           
  

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
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