TSPinvestor Plus and Apex Allocations for June 2018

The TSPinvestor Plus and Apex allocations for June 2018 are:

Plus: 35% G Fund, 39% F Fund, 8% C Fund, 0% S Fund, 18% I Fund

Apex: Same as Plus.

These should be allocated prior to June 11, 2018 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 was gains of 1.5% and 0.8%, respectively.

Here is a comparison of the various allocations and funds performance for May 2018:

  1. S Fund = 5.2%
  2. 50% C & S = 4.7%
  3. C Fund = 4.3%
  4. 1/3 each in C, S & I = 2.9%
  5. 20% in each fund = 1.9%
  6. TSPinvestor Plus = 1.5%
  7. TSPinvestor Apex = 0.8%
  8. F Fund = 0.3%
  9. G Fund = 0.2%
  10. I Fund = (0.6)%

() – denotes negative return (or a loss)

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

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TSPinvestor Basic June 2018 Allocations

The TSPinvestor Basic allocations for June 2018 are: 11% G Fund, 15% F Fund, 10% C Fund, 35% S Fund, and 29% I Fund.

These should be allocated prior to June 1, 2018 at noon EST, or as soon as possible.

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 0.8%.

Monthly returns for May 2018:

  1. S Fund = 4.9%
  2. 50% C & S = 3.6%
  3. C Fund = 2.4%
  4. 1/3 each in C, S & I = 1.7%
  5. 20% in each fund = 1.2%
  6. TSPinvestor Basic = 0.8%
  7. F Fund = 0.7%
  8. G Fund = 0.2%
  9. I Fund = (2.1)%

() – 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.