TSPinvestor Plus and Apex Allocations for July 2017

The TSPinvestor Plus allocation for July 2017 are:

Plus: 19% G Fund, 38% F Fund, 22% C Fund, 21% S Fund, 0% I Fund

Apex: 100% F Fund.

These should be allocated prior to July 10, 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 1.5% and 1.2%, respectively.

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

  1. G Fund = 0.2%
  2. S Fund = 0.0%
  3. 50% C & S = (0.1)%
  4. C Fund = (0.2)%
  5. 20% in each fund = (0.3)%
  6. TSPinvestor Plus = (0.4)%
  7. 1/3 each in C, S & I = (0.4)%
  8. TSPinvestor Apex = (0.5)%
  9. F Fund = (0.5)%
  10. I Fund = (1.0)%

() – 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. S Fund = 19.9%
  2. 50% in C &S = 19.9%
  3. C Fund = 19.7%
  4. 1/3 each in C, S & I = 17.4%
  5. 20% in each = 12.2%
  6. I Fund = 11.7%
  7. TSPi Plus = 5.9%
  8. F Fund = 4.6%
  9. G Fund = 3.4%
  10. TSPi Apex = 2.5%

* November 2015 is the start of TSPinvestor.

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TSPinvestor Plus and Apex Allocations for June 2017

The TSPinvestor Plus and Apex allocations for June 2017 are:

Plus: 29% G Fund, 38% F Fund, 5% C Fund, 0% S Fund, 28% I Fund

Apex: 100% F Fund.

These should be allocated prior to June 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 had gains of 1.5% and 1.2%, respectively.

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

  1. I Fund = 2.1%
  2. 1/3 each in C, S & I = 1.9%
  3. 50% C & S = 1.8%
  4. S Fund = 1.8%
  5. C Fund = 1.7%
  6. TSPinvestor Plus = 1.5%
  7. 20% in each fund = 1.4%
  8. TSPinvestor Apex = 1.2%
  9. F Fund = 1.2%
  10. G Fund = 0.2%

() – 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. 50% in C &S = 20.0%
  2. C Fund = 19.9%
  3. S Fund = 19.9%
  4. 1/3 each in C, S & I = 17.8%
  5. I Fund = 12.8%
  6. 20% in each = 12.6%
  7. TSPi Plus = 6.4%
  8. F Fund = 5.2%
  9. G Fund = 3.2%
  10. TSPi Apex = 3.1%

* November 2015 is the start of TSPinvestor.

TSPinvestor Plus and Apex Allocations for May 2017

The TSPinvestor Plus and Apex allocations for May 2017 are:

Plus: 13% G Fund, 46% F Fund, 4% C Fund, 0% S Fund, 37% I Fund

Apex: 100% F Fund.

These should be allocated prior to May 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 1.7%.

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

  1. I Fund = 5.3%
  2. 1/3 each in C, S & I = 3.0%
  3. C Fund = 2.0%
  4. 20% in each fund = 1.9%
  5. 50% C & S = 1.8%
  6. S Fund = 1.7%
  7. TSPinvestor Plus = 1.7%
  8. TSPinvestor Apex = 1.7%
  9. F Fund = 0.3%
  10. G Fund = 0.2%

() – 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. 50% in C &S = 17.9%
  2. C Fund = 17.9%
  3. S Fund = 17.8%
  4. 1/3 each in C, S & I = 15.7%
  5. 20% in each = 11.0%
  6. I Fund = 10.5%
  7. TSPi Plus = 4.8%
  8. F Fund = 4.0%
  9. G Fund = 3.0%
  10. TSPi Apex = 1.8%

* November 2015 is the start of TSPinvestor.

TSPinvestor Plus and Apex Allocations for April 2017

The TSPinvestor Plus and Apex allocations for April 2017 are:

Plus: 2% G Fund, 9% F Fund, 30% C Fund, 36% S Fund, 23% I Fund

Apex: Same as Plus.

These should be allocated prior to April 10, 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 0.38%.

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

  1. I Fund = 2.5%
  2. F Fund = 1.2%
  3. 1/3 each in C, S & I = 0.9%
  4. 20% in each fund = 0.8%
  5. TSPinvestor Plus = 0.4%
  6. TSPinvestor Apex = 0.4%
  7. S Fund = 0.2%
  8. C Fund = (0.2)%
  9. 50% C & S = 0.0%
  10. G Fund = 0.2%

() – 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. S Fund = 15.8%
  2. 50% in C &S = 15.8%
  3. C Fund = 15.7%
  4. 1/3 each in C, S & I = 12.3%
  5. 20% in each = 8.9%
  6. F Fund = 3.6%
  7. G Fund = 2.8%
  8. I Fund = 4.9%
  9. TSPi Plus = 3.1%
  10. TSPi Apex = 0.1%

* November 2015 is the start of TSPinvestor.

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.

TSPinvestor Plus and Apex Allocations for February 2017

The TSPinvestor Plus and Apex allocations for February 2017 are:

Plus: 3% G Fund, 15% F Fund, 33% C Fund, 41% S Fund, 8% I Fund

Apex: Same as Plus.

These should be allocated prior to February 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 held with gains of 0.72%.

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

  1. I Fund = 1.8%
  2. 1/3 each in C, S & I = 1.4%
  3. S Fund = 1.4%
  4. C Fund = 1.3%
  5. 50% C & S = 1.3%
  6. 20% in each fund = 1.2%
  7. TSPinvestor Plus = 0.7%
  8. TSPinvestor Apex = 0.7%
  9. F Fund = 0.4%
  10. G Fund = 0.2%

() – 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. S Fund = 14.6%
  2. 50% in C &S = 13.5%
  3. C Fund = 12.2%
  4. 1/3 each in C, S & I = 10.2%
  5. 20% in each = 8.3%
  6. F Fund = 3.3%
  7. G Fund = 2.4%
  8. I Fund = 1.6%
  9. TSPi Plus = 1.2%
  10. TSPi Apex = (0.5)%

* November 2015 is the start of TSPinvestor.

TSPinvestor Plus and Apex Allocations for January 2017

The TSPinvestor Plus and Apex allocations for January 2017 are:

Plus: 39% G Fund, 39% F Fund, 7% C Fund, 0% S Fund, 15% I Fund

Apex: Same as Plus.

These are virtually the same as last month, December 2016.

These should be allocated prior to January 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 held with small gains of 0.60% and 0.53%, respectively.

Here is a comparison of the various allocations and funds performance for December 2016:

  1. I Fund = 2.4%
  2. C Fund = 1.5%
  3. 1/3 each in C, S & I = 1.0%
  4. 20% in each fund = 0.8%
  5. TSPinvestor Plus = 0.6%
  6. 50% C & S = 0.5%
  7. TSPinvestor Apex = 0.5%
  8. F Fund = 0.4%
  9. G Fund = 0.2%
  10. S Fund = (0.3)%

() – 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. S Fund = 13.6%
  2. 50% in C &S = 12.6%
  3. C Fund = 11.2%
  4. 1/3 each in C, S & I = 9.1%
  5. 20% in each = 7.4%
  6. F Fund = 2.7%
  7. G Fund = 2.2%
  8. TSPi Plus = 0.5%
  9. I Fund = o.1%
  10. TSPi Apex = (1.1)%

* November 2015 is the start of TSPinvestor.