All major stock indexes hit record highs showing broad market strength across sectors
Portfolio rebalancing increases international fund exposure while maintaining high equity focus
Steady market gains continue the gradual upward trend without major volatility concerns
The markets hit the “Trifecta” on Thursday as the Dow, S&P 500 and NASDAQ Composite all hit record highs. As I mentioned last week, it’s that “slow and steady wins the race” with the S&P 500 tacking on 2 more points to close the week at 2184. Since we haven’t had any transactions this month, we’ll do a little mid-month fine tuning and increase the allocation in the “I” fund to 20 percent and overall equity allocation (C/S/I) to 95 percent.
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
0%
5%
35%
40%
20%
TSP TIPS
Professional investment guidance for federal employees, military personnel and independent investors.
The markets hit the “Trifecta” on Thursday as the Dow, S&P 500 and NASDAQ Composite all hit record highs. As I mentioned last week, it’s that “slow and steady wins the race” with the S&P 500 tacking on 2 more points to close the week at 2184. Since we haven’t had any transactions this month, we’ll do a little mid-month fine tuning and increase the allocation in the “I” fund to 20 percent and overall equity allocation (C/S/I) to 95 percent.