Markets returned to fundamentals with earnings driving performance over political concerns
Strong earnings season led to increased allocation toward stock funds (C, S, I funds)
Continued strong earnings could support potential summer market rally ahead
It sure was nice to see the markets go back to its core and move based upon corporate earnings instead of political angst. Earnings season is in full swing with Google exceeding expectations and gaining over 15% on Friday alone. Strong earnings should continue on this week, which hopefully may be the start of a summer rally. As such, stock allocation is being increased to 90%.
Recommended Allocation (Moderate Profile)
This is our historical recommendation from this date.
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G Fund
F Fund
C Fund
S Fund
I Fund
10%
0%
40%
30%
20%
TSP TIPS
Professional investment guidance for federal employees, military personnel and independent investors.
It sure was nice to see the markets go back to its core and move based upon corporate earnings instead of political angst. Earnings season is in full swing with Google exceeding expectations and gaining over 15% on Friday alone. Strong earnings should continue on this week, which hopefully may be the start of a summer rally. As such, stock allocation is being increased to 90%.