March 2016

Allocation Percentages for March 2016
F Fund

0%

C Fund

100%

S Fund

0%

I Fund

0%

Happy Leap Year, except for the fact that had it not been for the 29th, we would have had a positive month by over 0.65%.
My monthly distributions are going to remain 100% in the C Fund. Although we seem to be riding the fence on which way the market will go, based on my analysis and methods, the S&P500 appears to be in an island of stability. While this area of stability has lower returns than other areas of stability, in fact the average monthly returns hover around 0%, it means there is less likelyhood for a dramatic change in the near term. My portfolio has actually improved from the last few months on the Sharpe Ratio, and I expect to see very modest gains month to month. As for the F Fund, its safe harbor is not necessary while we are on this island (sorry for the metaphor...).
I'll post more about the island in my blog in the coming days. Happy Investing!
           
  

TSP FUND QUOTES

Date L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 L 2070 G Fund F Fund C Fund S Fund I Fund
2025-06-13 27.6479 14.2316 52.9024 15.9824 60.8723 16.7473 36.8940 18.6869 18.6846 18.6821 11.0726 19.1308 20.0012 95.0040 88.2485 48.5492
2025-06-12 27.7407 14.2818 53.2972 16.1137 61.4173 16.9078 37.2703 18.9127 18.9104 18.9080 11.2064 19.1284 20.0748 96.0737 89.7781 49.1157
Daily Change -0.33%-0.35%-0.74%-0.81%-0.89%-0.95%-1.01%-1.19%-1.19%-1.19%-1.19%0.01%-0.37%-1.11%-1.7%-1.15%
Month to Date 0.44%0.46%0.79%0.85%0.91%0.96%1.01%1.18%1.18%1.19%1.19%0.16%0.24%1.17%1.05%1.28%
Year to Date 3.39%3.42%4.87%5.11%5.35%5.54%5.72%6.28%6.28%6.28%6.29%2.01%2.69%2.23%-2.11%15.88%
Details L Income L 2025 L 2030 L 2035 L 2040 L 2045 L 2050 L 2055 L 2060 L 2065 L 2070 G Fund F Fund C Fund S Fund I Fund
TSP Coach