WHAT'S WORKING AS OF may07.2021?

---

Market  timing  (active) or diversified buy-and-hold (passive) are the two primary strategic options   In three of the last four years,  global buy-and-hold has outperformed our global timing model, Index Moose. In 2021, however, Index Moose  is beating B&H.  Our US Equity timing model, which has outperformed for three of the last four years including 2020, is slightly behind this week (02/26), however.  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.
         

                                                                  YTD21        2020         2019        2018          2017       2016

Index Moose                                      +8.8%     +13.2%         -6.5%      +5.1%        +9.0%       -6.0%    US Equity Timing

US Equity Strategy Moose      +11.7%   +20.9%     +21.1%     +1.2%     +28.5%      -5.6%     Global Timing

Aggressive G&I (AOA)                  +9.3%    +10.7%     +12.5%       -6.2%        +8.1%     +3.5%    Global B&H

Moderate G&I (AOM)                   +3.6%       +7.7%      +19.5%      -9.9%      +14.1%     +5.3%    Global B&H    

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 three of the last four  years, and was doing it again year-to-date in 2021 until this week. It under-performed in  2019, however, 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.

                                                                            YTD21         2020          2019        2018          2017        

TSP Aggressive Growth (L2060) +11.5%           new

TSP Growth  (L2050)                            +9.5%        +14.8%    +23.3%     -6.0%     +18.8%        B&H

TSP Growth & Income  (L2040)      +8.2%       +13.2%     +20.7%     -4.9%     +16.8%        B&H

TSP Moderate G&I (L2030)              +6.9%        +11.3%    +17.6%     -3.6%     +14.5%        B&H

TSP Moose                                                  +5.9%        +21.8%    +14.9%    +6.5%     +21.0%      Timing

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.)