TSP Market Summary: Week of March 11, 2017

By Roy Weisert, PhD, CFP

Key Takeaways

  • S&P 500's six-week winning streak ended with slight weekly decline, natural pause after gains
  • C Fund tops performance rankings, prompting allocation increase over S and I Funds
  • F Fund struggles with negative YTD returns; Fed rate hike expected to worsen performance

Although the S&P 500 moved up on Friday to close at 2372, it was slightly lower for the week, snapping a six-week winning streak. It could only be expected that the markets had to take a bit of a breather after their recent gains. Given that, the “C” fund’s performance ranking sits at the top of the list so we’ll increase that allocation while decreasing the “S” and “I” funds allocation. Just as an awareness item, the “F” fund is at the bottom of the performance ranking with a negative Year to Date (YTD) return. And don’t expect much “F” improvement this week with an anticipated Fed interest rate hike.

Recommended Allocation (Moderate Profile)

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

G FundF FundC FundS FundI Fund
0% 0% 60% 20% 20%