TSPinvestor Basic September 2017 Allocations

The TSPinvestor Basic allocations for September 2017 are: 4% G Fund, 9% F Fund, 29% C Fund, 33% S Fund, and 25% I Fund.

These should be allocated prior to September 1, 2017 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on September 8, 2017.

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 Basic is a nominal 12% annual return strategy, and is less volatile than the Plus and Apex.

Last month’s TSPi Basic performance was a gain of 0.07%.

Monthly returns for August 2017:

  1. F Fund = 0.9%
  2. G Fund = 0.2%
  3. 20% in each fund = 0.2%
  4. TSPinvestor Basic = 0.1%
  5. C Fund = 0.3%
  6. I Fund = 0.0%
  7. 1/3 each in C, S & I = 0.0%
  8. 50% C & S = (0.1)%
  9. S Fund = (0.4)%

() – denotes negative returns

In evaluating the performance on a month-to-month basis it is important to consider they vary widely. It is better to evaluate the returns over the course of a year or two, or ten.

Cumulative Returns Since Nov 2015

  1. C Fund = 22.6%
  2. 50% in C & S = 22.2%
  3. S fund = 21.5%
  4. 1/3 in each C, S & I = 20.3%
  5. I Fund = 15.9%
  6. 20% in each fund = 14.4%
  7. TSPi Basic = 7.8%
  8. F Fund =6.2%
  9. G Fund = 3.8%
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