May 2016

Allocation Percentages for May 2016
F Fund

100%

C Fund

0%

S Fund

0%

I Fund

0%

I want to welcome all the new subscribers this month. We had a record number of new subscribers, and I'm glad that so many people are being proactive in their investments.
This month was a pretty decent month. Although the S&P500 lost about 1.25% in the last week of the month, the C Fund still ended positive for the month. However, my model and analysis are recommending that I move 100% of my investments and allocations to the F Fund. This might just be a temporary move for the month of May, but like we saw late last year, this type of move does not occur very often in my plan, and when it does, turbulence seems to be around the corner-even if it is only just a hiccup of a month or two.
You can see that the standard deviation and average monthly returns of the C, S, and I funds are all very high with very little or negative returns, and these factors are weighing heavily on this move.
Happy investing, and contact me with any questions!
           
  

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