Being new to this site and TSPCalc, I'm still learning how to research the various strategies. I have ID'd a couple that are about a 45/55 ratio for bonds/stocks. I like both 16517 and 17056 because I tend to favor the C Fund over the I fund. Any other similar candidates I should consider?
Thanks,
Steve
Seasonal Strategy Recommendations for Approx 45/55 mix
Moderator: Aitrus
Re: Seasonal Strategy Recommendations for Approx 45/55 mix
Learn to use the filters at tspcalc. You can reduce the percentage of the time in the I Fund (both listed are at 17%) or switch the I fund IFTs to the C fund and see how it works out. If you put 0 in on the filter for the I fund, you will see all the strategies that exclude the I fund. The highest RoR is about 4% lower but if you reduce the max% in the I Fund the difference would be lower. http://tspcalc.com/seasonal.php?ID=1705 ... esc&Imax=0 You can see all those meeting your criteria. On the row with the filters, you can enter and filter based on anything you wish including time in CS&I.
Re: Seasonal Strategy Recommendations for Approx 45/55 mix
Thanks for a very good answer and suggestion!
Fund Prices2024-04-18
| Fund | Price | Day | YTD |
| G | $18.19 | 0.01% | 1.27% |
| F | $18.62 | -0.30% | -3.14% |
| C | $78.45 | -0.21% | 5.50% |
| S | $76.12 | -0.20% | -1.27% |
| I | $40.67 | 0.02% | 1.21% |
| L2065 | $15.58 | -0.13% | 3.04% |
| L2060 | $15.58 | -0.13% | 3.04% |
| L2055 | $15.58 | -0.13% | 3.04% |
| L2050 | $31.35 | -0.13% | 2.44% |
| L2045 | $14.32 | -0.12% | 2.35% |
| L2040 | $52.37 | -0.11% | 2.29% |
| L2035 | $13.85 | -0.10% | 2.21% |
| L2030 | $46.21 | -0.09% | 2.15% |
| L2025 | $12.93 | -0.05% | 1.72% |
| Linc | $25.28 | -0.04% | 1.51% |