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We are in a "Bunny Market". Happy Easter! https://drive.google.com/file/d/0ByhQ-GFrf0FVSFgybWFhY24tbGs/view?usp=docslist_api

FundXcellence

This is from the comment section of the article:

6.5% OF your balance... NOT a rate of return but a return of your own principal. Meaning, once you start your Met Life TSP Annuity it will take...

Yes I'm confused - they call the 6.5% a "PAYOUT RATE". I'm not sure that is the same as the interest rate you link to - may be. Can't find anything on TSP sight on Payout Rate.

Good article on the TSP and the FERS retirement system in general, viewed from a private sector perspective. I especially liked the analysis of the Met-Life annuity option that FERS offers - food...

I know many of us wish the TSP had more investment choices, but that may actually not get us much in terms of performance. A simple portfolio of the C,S,I and F Funds, with a 60/40 allocation beat...

Good article on the benefits of using momentum in your selection of mutual funds from none other than Morningstar!

https://drive.google.com/open?id=0ByhQ-GFrf0FVR1V4SHIyRkFKa1E

FundXcellence

Quite a long read, but as always excellent work from "Jesse Livermore" over at Philosophical Economics. This latest work will definitely have an impact on how I analyze the market in terms of my...

Great article on what we are up against - Robots. Makes one want to buy and hold or some very simple variation of that approach.

This Japanese Robot Calls the Market Better Than a Human -...

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Where

FundXcellence

Good discussion on momentum by Cliff Asness - student of Eugene Fama (Factor models - e.g, value, size, etc.). Is momentum a Factor. Dr. Asness founded AQR. ...

If you have not looked at the Blog http://www.philosophicaleconomics.com/ - take a look. A very sophisticated look at the markets. You had better have a couple of hours though - very long posts -...

Bloomberg - The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere - Bloomberg Business

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Putting the recent volatility in perspective.

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FundXcellence

Found this interesting from the article https://blogs.cfainstitute.org/investor/2015/12/21/the-benefits-and-risks-of-target-date-funds-tdfs/

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FundXcellence

Momentum is really the only "factor" we can exploit in the TSP. Even that is not "pure" momentum, having access only to market cap indexes. Enjoy this research paper by MSCI. Very readable.

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Tweets from Wilshire Associates

Wilshire 5000 Rises $350 Billion with Fed Rate Increase
Posted on 16 Dec
Wilshire 5000 Falls $350 Billion
Posted on 17 Dec
Wilshire 5000 Drops $400 Billion for...

Bloomberg - Leveraged ETFs Face SEC Squeeze in Plan to Rein in Derivatives Leveraged ETFs Face SEC Squeeze in Plan to Rein in Derivatives - Bloomberg Business

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Bear Analysis : https://docs.google.com/document/d/17xDGGh5EK2SUyClXHTGptGGDJbBHu283Y5KYP6MVnI8/edit?usp=docslist_api

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This is a more readable version http://www.thinknewfound.com/wp-content/uploads/2014/11/What-Why-of-Portfolio-Tranching.pdf

FundXcellence

[QUOTE=cully;522362]Here is the link to a paper that...

Here is the link to a paper that has some interesting thoughts and data on portfolio money management. Does have some math, but it is not critical to understanding the majority of the concepts being...

"Fact Fiction and Momentum Investing" paper by AQR, which has a couple of momentum mutual funds.

https://drive.google.com/open?id=0ByhQ-GFrf0FVam5kNFVYb2tuTzg

FundXcellence

https://docs.google.com/document/d/177Q8BLjACuavtwLojvAIa01mpFOiXcENAs8zr4yp7uc/edit?usp=docslist_api

Series 2 is "Full FundXcellence Momentum" , Series 3 is "Distributed FundXcellence Momentum" ...

I found this quote about "exits" by a private trader informative:

'As a closing thought, I believe it's important that we distinguish between at least six different typesof exit rules:

•...

Good paper on momentum investing, and easily used to maket TSP IFT decisions. Enjoy: https://drive.google.com/open?id=0ByhQ-GFrf0FVZ0t0Nk1FQkpWajA

FundXcellence

Thanks - still getting my act together. I will be there in 2016 though!

FundXcellence