TSP Market Summary: Week of October 18, 2014

By Roy Weisert, PhD, CFP

Key Takeaways

  • C, S, and I funds all have negative performance rankings across short and long-term periods
  • Advisors recommend more cautious TSP allocations until stock fund rankings improve
  • Performance rankings combine short, intermediate, and longer-term return averages

The performance ranking of a fund is the weighted average of its rate of return over short, intermediate and longer term periods. All three stock funds (C, S and I) now have a negative performance ranking. As such, we recommend an even more cautious allocation until the rankings return to the positive side.

Recommended Allocation (Moderate Profile)

This is our historical recommendation from this date. For current recommendations, subscribe.

G FundF FundC FundS FundI Fund
60% 40% 0% 0% 0%