This Year: Stocks had a banner 2023 and bonds were generally unchanged. On the plus side, trillions in federal deficit spending have been extended through March ‘24 and the Fed is expected to begin cutting rates in the first half. On the negative side, several economic indicators are predicting recession.
This week: Strategy Moose and Index Moose are both outperforming Diversified B&H.
It was the 1st Risk-ON week after 3 Risk-OFF weeks. Stocks UP, Bonds DOWN and Gold DOWN.
2024 2023 2022 2021 2020 2019 2018 2017 2016
US Equity Moose +10.5% 12.2% -7.0% 22.2% 20.9% 23.6% 1.2% 28.5% -5.6%
SPY Benchmark +6.9% 24.3% -19.5%
Index Moose +5.5% 3.6% -16.3% 11.7% 13.2% -6.5% 5.1% 9.0% -6.0%
Aggressive G&I (AOA) +3.4% 15.6% -17.9% 13.5% 10.7% 12.5% -6.2% 8.0% 3.5%
Moderate G&I (AOM) +0.3% 9.2% -16.4% 5.3% 7.7% 19.5% -9.9% 14.1% 5.3%
Government employees invested in the Thrift Savings Plan have numerous options, but the basic decision is whether to time the market or take a diversified buy and hold approach. There is no right or wrong answer for everyone, and economic and financial conditions can have a major impact on strategic success. Monitoring year-to-date performance is one way to know what is currently working. See the newsletter for more.
This Year: Stocks had a banner 2023 and bonds were generally unchanged. On the plus side, trillions in federal deficit spending have been extended through March ‘24 and the Fed is expected to begin cutting rates in the first half. On the negative side, several economic indicators are predicting recession.
This week: TSP Moose is outperforming Diversified B&H. It was the 1st Risk-ON week after 3 Risk-OFF weeks. Stocks UP, Bonds DOWN and Gold DOWN.
2024 2023 2022 2021 2020 2019 2018 2017
TSP Moose +5.5% +16.5% -3.4% +13.3% +21.8% +14.9% +6.5% +21.0%
TSP Agg Growth (L2060) +5.1% +23.3% -15.9% +19.9% new
TSP Growth (L2050) +4.1% +20.0% -13.4% +16.3% +14.8% +23.3% -6.0% +18.8%
TSP G&I (L2040) +3.8% +18.1% -11.4% +14.5% +13.2% +20.7% -4.9% +16.8%
TSP Mod G&I (L2030) +3.4% +16.6% -9.0% +12.4% +11.3% +17.6% -3.6% +14.5%
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