TSP Market Summary: Week of August 14, 2016

By Roy Weisert, PhD, CFP

Key Takeaways

  • 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. For current recommendations, subscribe.

G FundF FundC FundS FundI Fund
0% 5% 35% 40% 20%