TSPinvestor Plus and Apex Allocations for March 2017

The TSPinvestor Plus and Apex allocations for March 2017 are:

Plus: 3% G Fund, 18% F Fund, 34% C Fund, 40% S Fund, 5% I Fund

Apex: Same as Plus.

These should be allocated prior to March 9, 2017 at noon EST.

To implement this allocation, login to your account and change the fund allocations (via interfund transfer) and your new contributions to the recommended percentage.  These take effect the same business day if done before noon Eastern Time, otherwise it will be the next day.

The TSPinvestor Apex is a nominal 23% annual return strategy, and the Plus is a nominal 19% annual return.

Last month’s Plus and Apex performance each had gains of 1.35%.

I’m not going to publish the returns for the last month because I’ve discovered some anomalies in the return data. I will update this with appropriate data soon.

One thought on “TSPinvestor Plus and Apex Allocations for March 2017

  1. When you performed backtesting from 2005-2014, did you verify how the fund with the highest allocation percentage performed each month (e.g. disregarding the 9% rule) and on an annual, compounding basis? I assume you did considering that is not how you implement the Apex strategy.



Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s