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
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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