TSP Market Summary: Week of June 14, 2015

By Roy Weisert, PhD, CFP

Key Takeaways

  • S&P 500 stalling at levels first reached in February, suggesting potential market top forming
  • Equity allocation reduced due to signs of weakness in top-performing stock funds
  • Bond fund allocation eliminated in anticipation of first Fed rate hike since 2006

The top 3 equity funds continue to be the S, C and I funds, but it looks as if they’re getting a little bit tired. For instance, the S&P closed the week at 2094, a level it first crossed to the upside in mid-February. It might be starting a topping moment so we’ll take a little money off the table and reduce the equity allocation to 73%. The Fixed Income bond fund’s performance ranking has turned negative in anticipation of the first Fed hike since 2006, therefore that allocation has been zeroed out.

Recommended Allocation (Moderate Profile)

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

G FundF FundC FundS FundI Fund
27% 0% 20% 40% 13%