TSPinvestor Plus and Apex Allocations for December 2017

The TSPinvestor Plus and Apex allocations for December 2017 are:

Plus: 27% G Fund, 30% F Fund, 21% C Fund, 22% S Fund, 0% I Fund

Apex: Same as Plus.

These should be allocated prior to December 11, 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 had gains of 2.5% and 3.3%, respectively.

Here is a comparison of the various allocations and funds performance for November 2017:

  1. S Fund = 3.3%
  2. TSPinvestor Apex = 3.3%
  3. 50% C & S = 3.0%
  4. C Fund = 2.8%
  5. 1/3 each in C, S & I = 2.1%
  6. TSPinvestor Plus = 2.1%
  7. 20% in each fund = 1.3%
  8. I Fund = 0.3%
  9. G Fund = 0.2%
  10. F Fund = 0.1%

() – denotes negative return (or a loss)

NOTE: These are like comparisons based upon allocations on the 9th of the month.

Cumulative Returns since Nov 2015*:

  1. C Fund = 31.9%
  2. 50% in C & S = 31.4%
  3. S Fund = 30.7%
  4. 1/3 each in C, S & I = 28.0%
  5. I Fund = 20.6%
  6. 20% in each = 18.9%
  7. TSPi Plus = 15.1%
  8. TSPi Apex = 14.1%
  9. F Fund = 6.2%
  10. G Fund = 4.4%

* November 2015 is the start of TSPinvestor.

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 )

Twitter picture

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

Facebook photo

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

Google+ photo

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

Connecting to %s