Here are the monthly returns as of Feb 27, 2017:
Date G FUND F FUND C FUND S FUND I FUND 27-Feb-17 0.18% 0.65% 4.24% 3.62% 1.23%
The C Fund is indeed the winner for February.
We will have to wait for the final numbers tonight, but it looks like the C Fund is our winner for February. That being the case, the following IFT's will take place before noon eastern tomorrow, Feb 28, 2017. That will put you in the new fund on Wednesday for March.
•LMBF-1 Changes from the I Fund to the C Fund
•LMBF-1 SIM Changes from the I Fund to the C Fund
•LMBF-1 C>S Changes from the I Fund to the S Fund
•LMBF-1 CI>S Remains in the S Fund
•LMBF-1 G>F Changes from the I Fund to the C Fund
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Here are the monthly returns as of Feb 27, 2017:
Date G FUND F FUND C FUND S FUND I FUND 27-Feb-17 0.18% 0.65% 4.24% 3.62% 1.23%
The C Fund is indeed the winner for February.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Here are the monthly returns as of Mar 30, 2017:
Date G Fund F Fund C Fund S Fund I Fund 30-Mar-17 0.20% (0.12%) 0.36% (0.25%) 3.34%
The I Fund is the winner for March so the following IFT's will take place before noon eastern Friday, Mar 30, 2017. That will put you in the new fund on Monday for April.
• LMBF-1 Changes from the C Fund to the I Fund
• LMBF-1 SIM Changes from the C Fund to the I Fund
• LMBF-1 C>S Changes from the S Fund to the I Fund
• LMBF-1 CI>S Remains in the S Fund
• LMBF-1 G>F Changes from the C Fund to the I Fund
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Here are the returns through the 1st Quarter of the year:
G F C S I LMBF-1 C>S CI>S SIM G>F Jan 0.20% 0.23% 1.90% 2.16% 2.89% 2.89% 2.89% 2.16% 2.89% 2.89% Feb 0.18% 0.71% 3.97% 2.45% 1.44% 1.44% 1.44% 2.45% 1.44% 1.44% Mar 0.20% (0.01%) 0.12% (0.08%) 2.85% 0.12% (0.08%) (0.08%) 0.12% 0.12% YTD 0.59% 0.93% 6.07% 4.57% 7.35% 4.50% 4.29% 4.57% 4.50% 4.50%
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
We will have to wait for tonight to get the actual numbers, but as of right now it looks like the I Fund is the winner again for April. That being the case, all our methods remain in their current allocations except for LMBF-1 SIM which enters the F Fund and stays there until November.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
The I Fund I stay... it was good to us in April. Heck, I just looked at my account. I retired 4 years ago this month. Been take a life expectancy withdrawal every month. My balance is still higher today than when I retired. Not bad.
That's good to hear, Hallatauer! Keep up the good work.
Making money in retirement -- who would have thunk it.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Here is the monthly return as of 4/27/17:
Date G Fund F Fund C Fund S Fund I Fund 27-Apr-17 0.18% 0.72% 1.22% 2.11% 2.70%
The I Fund is indeed the winner for April.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Here are the returns through April:
G F C S I LMBF-1 C>S CI>S SIM G>F Jan 0.20% 0.23% 1.90% 2.16% 2.89% 2.89% 2.89% 2.16% 2.89% 2.89% Feb 0.18% 0.71% 3.97% 2.45% 1.44% 1.44% 1.44% 2.45% 1.44% 1.44% Mar 0.20% (0.01%) 0.12% (0.08%) 2.85% 0.12% (0.08%) (0.08%) 0.12% 0.12% Apr 0.20% 0.81% 1.03% 1.15% 2.62% 2.62% 2.62% 1.15% 2.62% 2.62% YTD 0.78% 1.75% 7.16% 5.78% 10.16% 7.23% 7.02% 5.78% 7.23% 7.23%
Looks like CI>S is falling behind with the S Fund this year as the I Fund out performs.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Well, it's quite clear that the I Fund will be the winner again for May.
That being the case, all our methods stay where they are at for another month.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
Had a great month! Glad we're staying put as I was out of town and couldn't have been able to interfund transfer. Thanks Cactus!
Well, it looks like the S Fund will be the winner for June. That being the case the following IFT's will take place before noon eastern Friday, June 30, 2017. That will put you in the new fund on Monday for July.
- LMBF-1 Changes from the I Fund to the S Fund
- LMBF-1 SIM Stays in the F Fund until November
- LMBF-1 C>S Changes from the I Fund to the S Fund
- LMBF-1 CI>S Remains in the S Fund
- LMBF-1 G>F Changes from the I Fund to the S Fund
In case you are interested in the historical data of July winners, this is how they break down for the last 16 years:
G F C S I Jul 2 6 2 4 2
So the F Fund tends to take July winning more than a 3rd of the time. On the other hand, if July is a good month for equities the S Fund is twice as likely to win as the I or C Fund.
Allocations as of COB Dec 28 : 100% S. | Retirement Date:Dec 2025
Past Returns: 2020 31.85%,2019 27.97%,2018 -3.36%,2017 13.10%, 2016 -1.79%, 5Yr Avg 12.61%
S&P500 (C Fund) (delayed) (Stockcharts.com Real-time) |
DWCPF (S Fund) (delayed) (Stockcharts.com Real-time) |
EFA (I Fund) (delayed) (Stockcharts.com Real-time) |
BND (F Fund) (delayed) (Stockcharts.com Real-time) |
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