TSPinvestor Plus and Apex Allocations for November 2018

The TSPinvestor Plus and Apex allocations for November 2018 are:

Plus: 30% G Fund, 46% F Fund, 15% C Fund, 9% S Fund, 0% I Fund

Apex: 100% F Fund.

These should be allocated prior to November 9, 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 performances were losses of 1.5% and 1.9%, respectively.

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

  1. G Fund = 0.3%
  2. F Fund = 0.0%
  3. TSPinvestor Plus = (1.5)%
  4. TSPinvestor Apex = (1.9)%
  5. 20% in each fund = (2.0)%
  6. C Fund = (2.6)%
  7. 50% C & S = (3.1)%
  8. 1/3 each in C, S & I = (3.4)%
  9. S Fund = (3.7)%
  10. I Fund = (4.0)%

() – 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 Plus and Apex Allocations for October 2018

The TSPinvestor Plus and Apex allocations for October 2018 are:

Plus: 27% G Fund, 34% F Fund, 20% C Fund, 19% S Fund, 0% I Fund

Apex: Same as Plus.

These should be allocated prior to October 9, 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 performances were losses of 1.5% and 1.7%, respectively.

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

  1. I Fund = 1.1%
  2. C Fund = 0.4%
  3. G Fund = 0.2%
  4. 20% in each fund = (0.7)%
  5. 1/3 each in C, S & I = (0.8)%
  6. F Fund = (1.2)%
  7. TSPinvestor Plus = (1.5)%
  8. TSPinvestor Apex = (1.7)%
  9. 50% C & S = (1.7)%
  10. S Fund = (3.9)%

() – denotes negative return (or a loss)

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

TSPinvestor Plus and Apex Allocations for September 2018

The TSPinvestor Plus and Apex allocations for September 2018 are:

Plus: 4% G Fund, 12% F Fund, 32% C Fund, 38% S Fund, 14% I Fund

Apex: Same as Plus.

These should be allocated prior to September 10, 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 performances were gains of 0.4 and 0.1%, respectively.

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

  1. S Fund = 1.8%
  2. 50% C & S = 1.3%
  3. C Fund = 0.9%
  4. TSPinvestor Plus = 0.4%
  5. G Fund = 0.3%
  6. F Fund = 0.3%
  7. TSPinvestor Apex = 0.1%
  8. 20% in each fund = (0.1)%
  9. 1/3 each in C, S & I = (0.4)%
  10. I Fund = (3.7)%

() – denotes negative return (or a loss)

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

TSPinvestor Plus and Apex Allocations for August 2018

The TSPinvestor Plus and Apex allocations for August 2018 are:

Plus: 36% G Fund, 47% F Fund, 12% C Fund, 5% S Fund, 0% I Fund

Apex: 100% F Fund.

These should be allocated prior to August 9, 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 1.1%.

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

  1. C Fund = 3.7%
  2. 50% C & S = 2.2%
  3. 1/3 each in C, S & I = 1.9%
  4. 20% in each fund = 1.2%
  5. TSPinvestor Plus = 1.1%
  6. TSPinvestor Apex = 1.1%
  7. I Fund = 1.1%
  8. S Fund = 0.8%
  9. G Fund = 0.3%
  10. F Fund = (0.2)%

() – denotes negative return (or a loss)

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

TSPinvestor Plus and Apex Allocations for July 2018

The TSPinvestor Plus and Apex allocations for July 2018 are:

Plus: 3% G Fund, 11% F Fund, 29% C Fund, 35% S Fund, 22% I Fund

Apex: Same as Plus.

These should be allocated prior to July 9, 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 losses of 0.1% and 0.2%, respectively.

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

  1. F Fund = 0.7%
  2. S Fund = 0.5%
  3. G Fund = 0.2%
  4. TSPinvestor Plus = (0.1)%
  5. 20% in each fund = (0.2)%
  6. TSPinvestor Apex = (0.2)%
  7. 50% C & S = 0.0%
  8. C Fund = (0.6)%
  9. 1/3 each in C, S & I = (0.6)%
  10. I Fund = (1.9)%

() – denotes negative return (or a loss)

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

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.

TSPinvestor Plus and Apex Allocations for May 2018

The TSPinvestor Plus and Apex allocations for May 2018 are:

Plus: 32% G Fund, 43% F Fund, 16% C Fund, 9% S Fund, 0% I Fund

Apex: 100% F Fund

These should be allocated prior to May 9, 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 1.3% and 1.2%, respectively.

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

  1. S Fund = 4.1%
  2. 50% C & S = 3.4%
  3. C Fund = 2.8%
  4. 1/3 each in C, S & I = 2.8%
  5. I Fund = 1.6%
  6. 20% in each fund = 1.6%
  7. TSPinvestor Plus = 1.3%
  8. TSPinvestor Apex = 1.2%
  9. G Fund = 0.2%
  10. F Fund = (0.9)%

() – denotes negative return (or a loss)

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