Buy & Hold on Top In 2023
This week: Stocks and bonds were “on sale” in early 2023. Stocks opened firm and bonds were up too, putting diversified buy-and-hold on top in January. In February, however, inflation worries returned, and the rallies in stocks and bonds stalled ahead of a likely recession by Fall, Stop-losses were triggered in all three models in late February signaling a shift to cash.
2023 2022 2021 2020 2019 2018 2017 2016
SPY Benchmark 9.8% -19.5%
Aggressive G&I (AOA) 6.9% -17.9% 13.5% 10.7% 12.5% -6.2% 8.0% 3.5%
Moderate G&I (AOM) 4.2% -16.4% 5.3% 7.7% 19.5% -9.9% 14.1% 5.3%
US Equity Moose 4.1% -7.0% 22.2% 20.9% 23.6% 1.2% 28.5% -5.6%
Index Moose -0.1% -16.3% 11.7% 13.2% -6.5% 5.1% 9.0% -6.0%
TSP Performance: L2060 Leads in 2023
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.
2023 2022 2021 2020 2019 2018 2017
TSP Aggressive Growth (L2060) +9.3% -17.6% +19.9% new
TSP Growth (L2050) +7.9% -15.0% +16.3% +14.8% +23.3% -6.0% +18.8%
TSP Growth & Income (L2040) +7.2% -12.9% +14.5% +13.2% +20.7% -4.9% +16.8%
TSP Moderate G&I (L2030) +7.1% -10.3% +12.4% +11.3% +17.6% -3.6% +14.5%
TSP Moose +5.4% -3.4% +13.3% +21.8% +14.9% +6.5% +21.0%
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