TSP Market Summary: Week of March 09, 2019

By Roy Weisert, PhD, CFP

Key Takeaways

  • Jobs report missed expectations, pushing S&P 500 down to 2743 amid economic slowdown fears
  • F fund tops performance rankings as bonds gain favor over stocks in early market rotation
  • Equity funds (C/S/I) trading below moving averages while F fund trends upward

Hope of a strong jobs report was lost Friday after the release of employment data that missed expectations. The S&P 500 closed that session, and the week, down at 2743. That said, there are growing concerns of a slowing economy, resulting in weaker corporate earnings which will put pressure on equities. As such, this week we’ve seen the beginnings of a slight rotation which favors bonds over stocks. Mirroring that, for TSP TIPS we’ve seen the F fund rise to the top, albeit closely bunched, of the performance rankings (PR = weighted average return for 1, 3, 6 and 12 months). We’ve also seen a shift in each fund’s relationship to their 3 and 12 day moving averages (MA). The F fund’s price is above both of those MA’s and both MA’s are trending upward, while the TSP equity funds (C/S/I) prices are below both of those MA’s and both MA’s are trending downward. Given this initial slight shift, we are recommending the following reallocation which includes diversification across the three equity funds since their PR’s are “closely bunched”.

Recommended Allocation (Moderate Profile)

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

G FundF FundC FundS FundI Fund
0% 40% 25% 15% 20%