September 2017

Allocation Percentages for September 2017
F Fund

0%

C Fund

60%

S Fund

0%

I Fund

40%

August is in the books; I was fairly close in my prediction of August performance. I stated that I would not be surprised if August was a down month across the board. We did in fact see some retraction in both the S and the I Fund and the C Fund had modest gains, but compared to the performance of the F Fund, August was a down month. I stated on several occasions why I do not invest in the F Fund unless absolutely necessary and how I NEVER invest in the G Fund. This is the price we pay to "Mr. Market" to have the opportunity to take advantage of the market swings that the F Fund does not provide. My position for September is a more refined assessment of last month, more investment in the C Fund and the I Fund and a complete withdrawal from the S Fund. There has been a lot of talk lately of how the market is turning bearish and people will point to the increase in bonds (see the F Fund), but we are not close to a run into bonds, especially when the run only results in a return of 0.91%. Keep calm and 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
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