Yep, my mistake. That second one should have been LMBF-1 SIM.
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 first one is based on I performing best last month, the last 3 are based on the relative performance of stock funds in prior month. What is the second one based on? If it is just sell in May and go away...when in May do you sell? Does that mean you go to G?
•LMBF-1 Changes from the F Fund to the I Fund
•LMBF-1 SIM (sell in May).
•LMBF-1 C>S Changes from the F Fund to the I Fund
•LMBF-1 CI>S Changes from the F Fund to the S Fund
•LMBF-1 G>F Changes from the F Fund to the I Fund[/QUOTE]
[COLOR=#0000ff][FONT=comic sans ms][I]"In the land of idiots, the moron is King."--Unknown[/I][/FONT][/COLOR]
Here is the monthly return as of 5/30/18:
The S Fund is the winner for May so the following IFTs take place before noon today, 31-May-18.
Date G Fund F Fund C Fund S Fund I Fund 30-May-18 0.24% 0.64% 3.09% 5.67% (1.71%)
•LMBF-1 Changes from the I Fund to the S Fund
•LMBF-1 SIM Remains in the F Fund through October
•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
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%
This month, unlike my usual one day late for the interfund transfer, I was actually a day early. Let's see what the S Fund does for us.
Here is the monthly return as of 6/28/18:
Date G Fund F Fund C Fund S Fund I Fund 28-Jun-18 0.22% (0.14%) 0.53% 0.85% (2.20%)
The S Fund is the winner for June so there are no IFTs this month. Everyone stays where they are at for another month. The S Fund may not have given us much for June but at least those in the S Fund won this one.
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%
Was just about to let my fund ride in the S Fund until I looked this morning... after being up 3% for the month, it too 1.56% dump yesterday.. losing half it's gains. Now it looks like a move to the I Fund... I will check back later to see if there is a bounce back up... will have to make the IFT before COB today as I will be on the road next 2 days.
We've seen this before... maybe consider instead of one day before the end of month... a week before the end. heh
Right now the C Fund is in the lead with 3.8% for the month. It has one percent on the I Fund that comes in at 2.72% for the month. So far it doesn't look like the I Fund will pull into the lead today.
As for seasonality, August isn't a good month for stocks. The F Fund tends to perform better here. If you are interested in the I Fund, it does do well in September. Here are the Aug & Sep winner counts for the last 17 years:
G F C S I Aug 2 6 1 5 3 Sep 2 4 1 3 7
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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Yahoo Finance Realtime TSP Fund Tracking Index Quotes |
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