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.

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TSPinvestor Basic Allocations for July 2018

The TSPinvestor Basic allocations for July 2018 are: 37% G Fund, 48% F Fund, 0% C Fund, 9% S Fund, and 6% I Fund.

These should be allocated prior to July 2, 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 loss of 0.4%.

Monthly returns for June 2018:

  1. S Fund = 0.9%
  2. 50% C & S = 0.7%
  3. C Fund = 0.6%
  4. G Fund = 0.2%
  5. 1/3 each in C, S & I = 0.1%
  6. 20% in each fund = 0.1%
  7. F Fund = (0.1)%
  8. TSPinvestor Basic = (0.4)%
  9. I Fund = (1.2)%

() – 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.

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 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.

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.

TSPinvestor Basic May 2018 Allocations

The TSPinvestor Basic allocations for May 2018 are: 46% G Fund, 40% F Fund, 4% C Fund, 10% S Fund, and 0% I Fund.

These should be allocated prior to May 1, 2018 at noon EST, or as soon as possible.  The Plus and Apex allocations will be released on May 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 0.9%.

Monthly returns for April 2018:

  1. I Fund = 2.0%
  2. TSPinvestor Basic = 0.9%
  3. 1/3 each in C, S & I = 0.9%
  4. 20% in each fund = 0.5%
  5. C Fund = 0.4%
  6. S Fund = 0.3%
  7. 50% C & S = 0.3%
  8. G Fund = 0.2%
  9. F Fund = (0.7)%

() – 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 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.