The C Fund is the winner again this month. That means no IFTs this month as everything stays where it's at for August.
Looks like the C Fund is the winner for June so the following IFTs will take place before noon Friday, 28-Jun-19:
- LMBF-1 Changes from the F Fund to the C Fund
- LMBF-1 SIM Remains in the F Fund until November
- LMBF-1 C>S Changes from the F Fund to the S 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 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%
The C Fund is the winner again this month. That means no IFTs this month as everything stays where it's at for August.
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%
Looks like the F Fund is the winner for August. That being the case all our methods should be in the F Fund in September.
LMBF-1 SIM is already there. The other methods will need an IFT to the F Fund before noon eastern tomorrow 8/30/2019.
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 Winner for September is the I Fund.
That means the following IFTs take place before noon Monday, 30-Sep-2019:
Date G FUND F FUND C FUND S FUND I FUND 27-Sep-19 0.12% (0.59%)
1.35% 0.64% 3.22%
LMBF-1 Changes from the F Fund to the I Fund LMBF-1 SIM Remains in the F Fund until November 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
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 Winner for October is the I Fund once again.That means the following IFTs take place before noon today, 31-Oct-2019:
Date G FUND F FUND C FUND S FUND I FUND 30-Oct-19 0.14% (0.25%) 2.46% 2.63% 3.51%
- LMBF-1 Remains in the I Fund
- LMBF-1 SIM Changes from the F Fund to the I Fund
- LMBF-1 C>S Remains in the I Fund
- LMBF-1 CI>S Remains in the S Fund
- LMBF-1 G>F Remains in 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%
The Winner for November is the S Fund.That means the following IFTs take place before noon Friday, 29-Nov-2019:
Date G Fund F Fund C Fund S Fund I Fund 27-Nov2019 0.13% (0.06%) 4.02% 5.22% 1.64%
- LMBF-1 Changes from the I Fund to the S Fund
- LMBF-1 SIM Changes from the I Fund to the S 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 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%
Here is the monthly return as of 12/30/19:
The I Fund is the winner for December so the following IFTs take place before noon tomorrow, 31-Dec-19:
Date G Fund F Fund C Fund S Fund I Fund 30-Dec-2019 0.15% 0.01% 2.71% 1.83% 3.20%
- LMBF-1 Changes from the S Fund to the I Fund
- LMBF-1 SIM Changes from the S 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 S 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%
Well here is how the TSP Funds and the LMBF-1 systems did for 2019:
It was a Buy & Hold year. You would have been better off holding any of the TSP equity funds for the year than following one of these methods.
G Fund F Fund C Fund S Fund I Fund LMBF-1 C>S CI>S SIM G>F 2.24% 8.68% 31.45% 27.97% 22.47% 5.84% 2.54% 4.62% 18.11% 5.84%
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 1/30/2020:The F Fund is the winner for December so the following IFTs take place before noon tomorrow, 31-Jan-2020:
Date G Fund F Fund C Fund S Fund I Fund 30-Jan-2020 0.16% 1.76% 1.75% 1.14% (1.83%)
- LMBF-1 Changes from the I Fund to the F Fund
- LMBF-1 SIM Changes from the I Fund to the F Fund
- LMBF-1 C>S Changes from the I Fund to the F Fund
- LMBF-1 CI>S Changes from the S Fund to the F Fund
- LMBF-1 G>F Changes from the I Fund to the F 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 is the monthly return as of 3/30/2020:
Date G Fund F Fund C Fund S Fund I Fund 30-Mar-20 0.10%
(0.54%)
(10.98%)
(20.56%)
(13.95%)
The G Fund is the winner for March so the following IFTs take place before noon today, 31-Mar-2020:
- LMBF-1 Changes from the F Fund to the G Fund
- LMBF-1 SIM Changes from the F Fund to the G Fund
- LMBF-1 C>S Changes from the F Fund to the G Fund
- LMBF-1 CI>S Changes from the F Fund to the G Fund
- LMBF-1 G>F Remains in the F 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%
Looks like the S Fund is the winner for April so the following IFTs will take place before noon Tomorrow, 30-Apr-2020:
- LMBF-1 Changes from the G Fund to the S Fund
- LMBF-1 SIM Changes from the G Fund to the F Fund
- LMBF-1 C>S Changes from the G Fund to the S Fund
- LMBF-1 CI>S Changes from the G Fund to the S Fund
- LMBF-1 G>F Changes from the F 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%
The S Fund is so far ahead that it will be the winner for May.
That means everything stays where it's 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%
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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