US Equity Moose on Top In 2023
This week: After a strong start, stocks and bonds turned down in August and US Equity Strategy eventually regained its advantage.
2023 2022 2021 2020 2019 2018 2017 2016
US Equity Moose 11.8% -7.0% 22.2% 20.9% 23.6% 1.2% 28.5% -5.6%
Aggressive G&I (AOA) 12.3% -17.9% 13.5% 10.7% 12.5% -6.2% 8.0% 3.5%
Moderate G&I (AOM) 8.9% -16.4% 5.3% 7.7% 19.5% -9.9% 14.1% 5.3%
Index Moose - 0.4% -16.3% 11.7% 13.2% -6.5% 5.1% 9.0% -6.0%
SPY Benchmark 20.0% -19.5%
B&H Back on Top of the TSP Heap
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. Market timing outperformed all diversified buy-and-hold "Lifestyle" options in four of the last six years. 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 week: A sudden realization that the last three months of solid jobs data were essentially government lies caused stocks and bonds to suddenly surge on the expectation that Fed rate hikes are over. That helped diversified buy-and-hold overtake timing.
2023 2022 2021 2020 2019 2018 2017
TSP Aggressive Growth (L2060) +17.0% -15.9% +19.9% new
TSP Growth (L2050) +15.4% -13.4% +16.3% +14.8% +23.3% -6.0% +18.8%
TSP Growth & Income (L2040) +14.0% -11.4% +14.5% +13.2% +20.7% -4.9% +16.8%
TSP Moderate G&I (L2030) +13.2% -9.0% +12.4% +11.3% +17.6% -3.6% +14.5%
TSP Moose +9.2% -3.4% +13.3% +21.8% +14.9% +6.5% +21.0%
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