|
|
Current Longer
Term Outlook Returns
|
This is our "suggested" aggressive buy and hold account as discussed in our
Longer Term Outlook Comments.
An allocation is made on the first of January and reevaluated on the first
of July.
You can find a blank spreadsheet on the Financial
Utilities page to monitor
your own returns.
Email
me if you have a question on how to fill it out or need more
information about the data below.
|
| 2007
TSP Longer Term Outlook Transactions and Returns |
|
2008 |
Return |
|
2008 TSP Longer Term Allocations and Returns |
TSP TALK |
|
|
|
|
|
|
|
|
|
|
|
|
|
0.91% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
My |
My |
|
|
|
|
|
|
|
|
Fund Price |
|
|
Fund Allocation (%) |
|
Fund Returns - (Incr/Dec) |
20% in |
Return |
Return |
|
|
|
Trans |
Start Date |
End Date |
G |
F |
C |
S |
I |
G |
F |
C |
S |
I |
G |
F |
C |
S |
I |
Each |
Period |
Year |
|
|
|
|
|
2007 Price |
12.28 |
11.93 |
16.56 |
19.79 |
24.76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Start |
January |
15-Jan-08 |
12.3 |
12.12 |
15.58 |
18.09 |
23.15 |
20% |
20% |
30% |
15% |
15% |
0.16% |
1.59% |
-5.92% |
-8.59% |
-6.50% |
-3.85% |
-3.69% |
-3.69% |
|
|
|
|
16-Jan-08 |
31-Jan-08 |
12.32 |
12.14 |
15.57 |
18.55 |
22.65 |
0% |
0% |
50% |
25% |
25% |
0.16% |
0.17% |
-0.06% |
2.54% |
-2.16% |
0.13% |
0.06% |
-3.63% |
Jan |
-3.63% |
|
|
February |
29-Feb-08 |
12.35 |
12.16 |
15.06 |
18.17 |
22.5 |
0% |
0% |
50% |
25% |
25% |
0.24% |
0.16% |
-3.28% |
-2.05% |
-0.66% |
-1.12% |
-2.32% |
-5.86% |
Feb |
-2.32% |
|
|
March |
31-Mar-08 |
12.39 |
12.2 |
14.99 |
17.91 |
22.54 |
0% |
0% |
50% |
25% |
25% |
0.32% |
0.33% |
-0.46% |
-1.43% |
0.18% |
-0.21% |
-0.55% |
-6.37% |
Mar |
-0.55% |
|
|
April |
30-Apr-08 |
12.42 |
12.18 |
15.73 |
18.86 |
23.79 |
0% |
0% |
50% |
25% |
25% |
0.24% |
-0.16% |
4.94% |
5.30% |
5.55% |
3.17% |
5.18% |
-1.52% |
Apr |
5.18% |
|
|
May |
12-May-08 |
12.44 |
12.2 |
15.95 |
19.26 |
24.12 |
0% |
0% |
50% |
25% |
25% |
0.16% |
0.16% |
1.40% |
2.12% |
1.39% |
1.05% |
1.58% |
0.03% |
|
|
|
|
13-May-08 |
|
12.44 |
12.19 |
16.18 |
19.59 |
24.42 |
40% |
0% |
30% |
15% |
15% |
0.00% |
-0.08% |
1.44% |
1.71% |
1.24% |
0.86% |
0.88% |
0.91% |
May |
2.47% |
|
|
June |
|
12.44 |
12.19 |
16.18 |
19.59 |
24.42 |
0% |
0% |
0% |
0% |
0% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.91% |
Jun |
0.00% |
|
|
July |
|
12.44 |
12.19 |
16.18 |
19.59 |
24.42 |
0% |
0% |
0% |
0% |
0% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
0.91% |
Jul |
0.00% |
|
|
August |
|
12.44 |
12.19 |
16.18 |
19.59 |
24.42 |
0% |
0% |
0% |
0% |
0% |
0.00% |
0.00% |
0.00% |
0.00% |
0.00% |
| |
