All posts by John Pope

Weekend Newsletter (11/29/20) – Updated 12/2/2020

Weekly TSP Fund Update

The S Fund led the way with a 4.43% gain. The C Fund increased by 2.30% while the I Fund gained 2.25%. The F Fund declined by 0.02%.

Current strategy allocations

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 16.66%)

50 Day: 50% F Fund and 50% G Fund (YTD Return*: 27.71%) – See “New Trades” below

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: 3.22%)

New Trades: Interfund transfer for the 50 Day strategy to 50% F Fund and 50% G Fund before noon EST on Thursday, 12/3/2020.

* Year-to-date return as of 11/27/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 11/27/2020

G Fund F Fund C Fund S Fund I Fund
0.89% 7.27% 14.44% 24.31%   4.67%

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Weekly Wrap Up

Weekend Newsletter (11/15/2020)

Weekly TSP Fund Update

The I Fund led the way with a 4.48% gain, followed by the S Fund’s 2.26% increase.  The C Fund moved up 2.22% while the F Fund had a 0.14% loss.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 11.61%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 21.92%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: 2.26)

New Trades:  None

* Year-to-date return as of 11/15/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 11/15/2020

G Fund F Fund C Fund S Fund I Fund
0.85% 6.67% 12.69%   15.05%   1.05%

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Weekly Wrap Up

Weekend Newsletter (11/7/2020)

Weekly TSP Fund Update

All of the TSP funds moved up last week.  The S Fund gained 8.21% while the I Fund increased by 8.10%. The C Fund advanced 7.36% while the F Fund had a 0.49% gain. 

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 8.69%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 21.99%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: 1.17%)

New Trades: None

* Year-to-date return as of 11/6/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 11/6/2020

G Fund F Fund C Fund S Fund I Fund
0.84% 6.81% 10.24% 12.50% -3.28%

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Weekly Wrap Up

Weekend Newsletter (10/31/2020) – Updated 11/4/2020

Weekly TSP Fund Update

All of the TSP funds fell last week. The F Fund had a fractional 0.04% loss. The I Fund dropped by 5.50% while the C Fund had a 5.62% loss. The S Fund fell by 6.24%.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 0.78%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 12.64%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: -2.49%)

New Trades: For the 50 Day strategy, we have an interfund transfer to 50% G Fund and 50% F Fund before noon Eastern on Thursday, 11/5/2020. See the note below (in bold) about contribution allocations.

* Year-to-date return as of 10/30/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 10/30/2020

G Fund F Fund C Fund S Fund I Fund
0.82% 6.30% 2.69%   3.97% -10.53%

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Weekly Wrap Up

Weekend Newsletter (10/25/2020) – Updated 10/27/2020

Weekly TSP Fund Update

The I Fund had the week’s only gain of 0.11%. The S Fund fell 0.22% while the F Fund dropped 0.41%. The C Fund had a 0.51% loss.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 7.03%)

50 Day: 100% S Fund (YTD Return*: 13.73%). See “New Trades” below.

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: 0.35%)

New Trades: For 50 Day strategy, do interfund transfer to 100% S Fund before noon EST on Wednesday, 10/28/2020.

* Year-to-date return as of 10/23/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 10/23/2020

G Fund F Fund C Fund S Fund I Fund
0.81% 6.34% 8.80%   10.88% -5.33%

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Weekly Wrap Up

Weekend Newsletter (10/11/2020)

Weekly TSP Fund Update

The S Fund led the way with a 5.48% gain, followed by the C Fund’s 3.89% increase.  The I Fund moved up 2.99% while the F Fund had a 0.17% loss.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 7.49%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 13.82%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*:  0.54%)

New Trades: None

* Year-to-date return as of 10/9/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 10/9/2020

G Fund F Fund C Fund S Fund I Fund
0.78% 6.52% 9.14%   11.01% -4.04%

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Weekly Wrap Up

Weekend Newsletter (10/3/2020)

Weekly TSP Fund Update

The S Fund led the way with a 4.06% gain, followed by the I Fund’s 1.55% increase and C Fund’s 1.54% gain.  The F Fund declined by 0.07%.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 3.01%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 13.91%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: -1.34%)

New Trades: None

* Year-to-date return as of 10/3/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 10/3/2020

G Fund F Fund C Fund S Fund I Fund
0.77% 6.70% 5.05%   5.25% -6.82

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Weekly Wrap Up

Weekend Newsletter (9/27/2020)

Weekly TSP Fund Update

All of the funds had losses last week. The F Fund fell by 0.10%. The C Fund fell 0.62% while the S Fund had a 1.84% loss.  The I Fund declined by 4.22%.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 0.45%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 13.94%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: -2.08%)

New Trades: None

* Year-to-date return as of 9/25/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 9/25/2020

G Fund F Fund C Fund S Fund I Fund
0.75% 6.78% 3.45%  1.14% -8.24%

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Weekly Wrap Up

Weekend Newsletter 9/20/2020

Weekly TSP Fund Update

The S Fund led the way with a 2.85% gain, followed by the I Fund’s 0.78% increase. The F Fund fell 0.09% while the C Fund had a 0.60% loss.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 2.32%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 13.99%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: -1.77%)

New Trades: None

* Year-to-date return as of 9/18/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 9/18/2020

G Fund F Fund C Fund S Fund I Fund
0.74% 6.88% 4.10%   3.03% -4.20%

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Weekly Wrap Up

Weekend Newsletter (9/13/2020)

Weekly TSP Fund Update

The I Fund led the way with a 0.76% gain, followed by the F Fund’s 0.24% increase.  The C Fund fell 2.49% while the S Fund had a 2.96% loss.

Current strategy allocations:

Legacy: 40% C Fund, 40% S Fund and 20% I Fund (YTD Return*: 1.26%)

50 Day: 50% G Fund and 50% F Fund (YTD Return*: 14.03%)

Low Risk: 50% C Fund, 25% F Fund and 25% G Fund (YTD Return*: -1.46%)

New Trades: None

* Year-to-date return as of 9/11/2020
For contribution allocations, we recommend Legacy and Low Risk match the latest IFT allocation as shown above. For 50 Day, we recommend 50% G Fund and 50% F Fund at all times.

TSP Fund Returns as of 9/11/2020

G Fund F Fund C Fund S Fund I Fund
0.72% 6.98% 4.73%   0.17% -4.94%

Get The Full Picture

Weekly Wrap Up