This Year: Stocks and gold are bullish through October while bonds are slipping after first Fed rate cut. On the plus side, trillions in federal deficit spending continues-- probably past the election-- and the Fed is expected to continue cutting rates in November.
This week: US Equity Strategy (USES) Moose continues to track the S&P and outperform diversified B&H. Index Moose is lagging Aggressive B&H.
It was the 1st RISK-OFF after one risk-ON week. US Stocks DOWN, Bonds DOWN and Gold DOWN.
2024 2023 2022 2021 2020 2019 2018 2017 2016
SPY Benchmark +23.2% 24.3% -19.5%
US Equity Moose +22.2% 12.2% -7.0% 22.2% 20.9% 23.6% 1.2% 28.5% -5.6%
Aggressive G&I (AOA) +12.2% 15.6% -17.9% 13.5% 10.7% 12.5% -6.2% 8.0% 3.5%
Index Moose +6.4% 3.6% -16.3% 11.7% 13.2% -6.5% 5.1% 9.0% -6.0%
Moderate G&I (AOM) +5.8% 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 are bullish through October while bonds are slipping after first Fed rate cut. On the plus side, trillions in federal deficit spending continues-- probably past the election-- and the Fed is expected to continue cutting rates in November.
This week: TSP Moose lags Aggressive B&H, outperforms conservative.
It was the 1st RISK-OFF after one risk-ON week. US Stocks DOWN, Bonds DOWN and Gold DOWN.
2024 2023 2022 2021 2020 2019 2018 2017
TSP Moose +17.0% +16.5% -3.4% +13.3% +21.8% +14.9% +6.5% +21.0%
TSP Agg Growth (L2060) +16.5% +23.3% -15.9% +19.9% new
TSP Growth (L2050) +14.1% +20.0% -13.4% +16.3% +14.8% +23.3% -6.0% +18.8%
TSP G&I (L2040) +12.9% +18.1% -11.4% +14.5% +13.2% +20.7% -4.9% +16.8%
TSP Mod G&I (L2030) +11.4% +16.6% -9.0% +12.4% +11.3% +17.6% -3.6% +14.5%
Follow Global Markets-- stocks, bonds, gold, more. Track your Federal Thrift Savings Plan Choices. Identify the best investment strategies right now. Have it all sent directly to your inbox. All for less than $1 a week. (See the Moostore for details.)