TSPinvestor Basic April 2018 Allocations

The TSPinvestor Basic allocations for April 2018 are: 14% G Fund, 33% F Fund, 20% C Fund, 0% S Fund, and 33% I Fund.

These should be allocated prior to April 2, 2018 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on April 8, 2018.

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 loss of 0.3%.

Monthly returns for March 2018:

  1. F Fund = 0.7%
  2. S Fund = 0.7%
  3. G Fund = 0.2%
  4. TSPinvestor Basic = (0.3)%
  5. 20% in each fund = (0.3)%
  6. I Fund = (0.8)%
  7. 50% C & S = (0.9)%
  8. 1/3 each in C, S & I = (0.9)%
  9. C Fund = (2.6)%

() – 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.

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TSPinvestor Basic March 2018 Allocations

The TSPinvestor Basic allocations for March 2018 are: 31% G Fund, 38% F Fund, 17% C Fund, 0% S Fund, and 14% I Fund.

These should be allocated prior to March 1, 2018 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on March 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 loss of 1.9%.

Monthly returns for February 2018:

  1. G Fund = 0.2%
  2. F Fund = (1.0)%
  3. TSPinvestor Basic = (1.9)%
  4. 20% in each fund = (2.6)%
  5. C Fund = (3.7)%
  6. 50% C & S = (3.7)%
  7. S Fund = (3.8)%
  8. 1/3 each in C, S & I = (4.2)%
  9. I Fund = (5.1)%

() – 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.

Cumulative Returns Since Nov 2015

  1. C Fund = 35.6%
  2. 50% in C & S = 33.6%
  3. S fund = 31.4%
  4. 1/3 in each C, S & I = 30.3%
  5. I Fund = 23.0%
  6. 20% in each fund = 19.9%
  7. TSPi Basic = 16.2%
  8. G Fund = 5.0%
  9. F Fund =4.2%

TSPinvestor Basic December 2017 Allocations

The TSPinvestor Basic allocations for December 2017 are: 8% G Fund, 13% F Fund, 25% C Fund, 40% S Fund, and 14% I Fund.

These should be allocated prior to December 1, 2017 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on December 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 2.1%.

Monthly returns for October 2017:

  1. C Fund =3.1%
  2. 50% C & S = 3.0%
  3. S Fund = 2.9%
  4. 1/3 each in C, S & I = 2.4%
  5. TSPinvestor Basic = 2.1%
  6. 20% in each fund = 1.4%
  7. I Fund = 1.1%
  8. G Fund = 0.2%
  9. F Fund = (0.1)%

() – 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.

Cumulative Returns Since Nov 2015

  1. 50% in C & S = 31.7%
  2. C Fund = 31.7%
  3. S fund = 31.6%
  4. 1/3 in each C, S & I = 28.5%
  5. 20% in each fund = 21.4%
  6. I Fund = 20.2%
  7. TSPi Basic = 13.4%
  8. F Fund =5.9%
  9. G Fund = 4.3%

TSPinvestor Basic November 2017 Allocations

The TSPinvestor Basic allocations for November 2017 are: 6% G Fund, 12% F Fund, 27% C Fund, 40% S Fund, and 15% I Fund.

These should be allocated prior to November 1, 2017 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on November 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 1.19%.

Monthly returns for October 2017:

  1. C Fund = 2.3%
  2. 50% C & S = 1.9%
  3. 1/3 each in C, S & I = 1.8%
  4. I Fund = 1.5%
  5. S Fund = 1.4%
  6. TSPinvestor Basic = 1.2%
  7. 20% in each fund = 1.1%
  8. G Fund = 0.2%
  9. F Fund = 0.1%

() – 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.

Cumulative Returns Since Nov 2015

  1. S fund = 27.9%
  2. 50% in C & S = 27.9%
  3. C Fund = 27.8%
  4. 1/3 in each C, S & I = 25.6%
  5. I Fund = 20.2%
  6. 20% in each fund = 17.4%
  7. TSPi Basic = 11.1%
  8. F Fund =6.0%
  9. G Fund = 4.1%

TSPinvestor Basic October 2017 Allocations

The TSPinvestor Basic allocations for October 2017 are: 11% G Fund, 20% F Fund, 30% C Fund, 39% S Fund, and 0% I Fund.

These should be allocated prior to October 1, 2017 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on October 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 2.57%.

Monthly returns for August 2017:

  1. S Fund = 4.3%
  2. 50% C & S = 3.2%
  3. 1/3 each in C, S & I = 3.0%
  4. TSPinvestor Basic = 2.6%
  5. I Fund = 2.5%
  6. C Fund = 2.1%
  7. 20% in each fund = 1.7%
  8. F Fund = (0.5)%
  9. G Fund = 0.2%

() – 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. S fund = 26.1%
  2. 50% in C & S = 25.6%
  3. C Fund = 24.9%
  4. 1/3 in each C, S & I = 23.4%
  5. I Fund = 18.4%
  6. 20% in each fund = 16.1%
  7. TSPi Basic = 9.7%
  8. F Fund =5.9%
  9. G Fund = 3.9%

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%

TSPinvestor Basic August 2017 Allocations

The TSPinvestor Basic allocations for August 2017 are: 6% G Fund, 11% F Fund, 25% C Fund, 27% S Fund, and 31% I Fund.

These should be allocated prior to August 1, 2017 at noon EST.  The Plus and Apex allocations will be released on August 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 1.75%.

Monthly returns for July 2017:

  1. I Fund = 2.9%
  2. C Fund = 2.1%
  3. 1/3 each in C, S & I = 2.0%
  4. TSPinvestor Basic = 1.8%
  5. 50% C & S = 1.6%
  6. 20% in each fund = 1.3%
  7. S Fund = 1.1%
  8. G Fund = 0.2%
  9. F 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 = 22.0%
  2. 50% in C & S = 21.8%
  3. S fund = 21.4%
  4. 1/3 in each C, S & I = 19.9%
  5. I Fund = 15.5%
  6. 20% in each fund = 13.9%
  7. TSPi Basic = 7.2%
  8. F Fund =5.5%
  9. G Fund = 3.6%