TSPinvestor Plus and Apex Allocations for April 2018

The TSPinvestor Plus and Apex allocations for April 2018 are:

Plus: 25% G Fund, 32% F Fund, 20% C Fund, 23% S Fund, 0% I Fund

Apex: Same as Plus

These should be allocated prior to April 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 0.3% and 1.6%, respectively.

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

  1. TSPinvestor Apex = 1.6%
  2. F Fund = 0.6%
  3. TSPinvestor Plus = 0.3%
  4. G Fund = 0.2%
  5. I Fund = (0.6)%
  6. 20% in each fund = (1.7)%
  7. 1/3 each in C, S & I = (3.1)%
  8. S Fund = (3.8)%
  9. 50% C & S = (4.3)%
  10. C Fund = (4.8)%

() – 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 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.

TSPinvestor Plus and Apex Allocations for March 2018

The TSPinvestor Plus and Apex allocations for March 2018 are:

Plus: 28% G Fund, 44% F Fund, 11% C Fund, 0% S Fund, 17% I Fund

Apex: 100% F Fund

These should be allocated prior to March 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 – each had a gain of 3.8%.

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

  1. S Fund = 7.3%
  2. 50% C & S = 6.8%
  3. C Fund = 6.4%
  4. 1/3 each in C, S & I = 5.4%
  5. TSPinvestor Apex = 3.8%
  6. TSPinvestor Plus = 3.8%
  7. 20% in each fund = 3.2%
  8. I Fund = 2.5%
  9. G Fund = 0.2%
  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.

Cumulative Returns since Nov 2015*:

  1. C Fund = 39.3%
  2. 50% in C & S = 38.7%
  3. S Fund = 37.8%
  4. 1/3 each in C, S & I = 34.0%
  5. I Fund = 23.9%
  6. 20% in each = 21.9%
  7. TSPi Plus = 20.6%
  8. TSPi Apex = 19.5%
  9. G Fund = 5.1%
  10. F Fund = 4.0%

* November 2015 is the start of TSPinvestor.

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 Plus and Apex Allocations for February 2018

The TSPinvestor Plus and Apex allocations for February 2018 are:

Plus: 20% G Fund, 24% F Fund, 26% C Fund, 30% S Fund, 0% I Fund

Apex: Same as Plus.

These should be allocated prior to February 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 – each had losses of 1.4%, but avoided larger losses that the stock funds suffered.

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

  1. G Fund = 0.2%
  2. TSPinvestor Apex = (1.4)%
  3. TSPinvestor Plus = (1.4)%
  4. F Fund = (1.6)%
  5. 20% in each fund = (3.7)%
  6. I Fund = (5.0)%
  7. 1/3 each in C, S & I = (5.7)%
  8. C Fund = (6.0)%
  9. 50% C & S = (6.0)%
  10. S Fund = (6.1)%

() – 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 = 28.7%
  2. 50% in C & S = 27.8%
  3. S Fund = 26.6%
  4. 1/3 each in C, S & I = 25.5%
  5. I Fund = 20.0%
  6. 20% in each = 17.2%
  7. TSPi Plus = 15.2%
  8. TSPi Apex = 14.2%
  9. F Fund = 4.3%
  10. G Fund = 4.8%

* November 2015 is the start of TSPinvestor.

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.

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%