TSP Market Summary: Week of February 26, 2016

By Roy Weisert, PhD, CFP

Key Takeaways

  • S&P 500 closed above 50-day moving average, signaling potential upward momentum
  • Recommended increasing F fund allocation and adding equity fund exposure before month-end
  • Timing advantage with one February exchange window remaining for strategic positioning

REALLOCATION RECOMMENDED PRIOR TO END OF FEBRUARY: Usually I send updates out on the weekend, but two things coincided with each other to warrant a Friday release. The first was that yesterday the S&P 500 closed above its 50 day moving average, thereby breaking a resistance level to the upside. The second is that we still have one exchange remaining in February and we want to take advantage of that. Therefore, we’re recommending a slight increase in the F fund and also allocating 20 percent to the equity (C/S/I) funds.

Recommended Allocation (Moderate Profile)

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

G FundF FundC FundS FundI Fund
45% 35% 10% 5% 5%