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 Prices2024-04-16
Fund | Price | Day | YTD |
G | $18.19 | 0.01% | 1.24% |
F | $18.58 | -0.32% | -3.33% |
C | $79.08 | -0.21% | 6.34% |
S | $76.95 | -0.41% | -0.18% |
I | $40.73 | -0.98% | 1.37% |
L2065 | $15.67 | -0.50% | 3.66% |
L2060 | $15.67 | -0.50% | 3.67% |
L2055 | $15.68 | -0.50% | 3.67% |
L2050 | $31.50 | -0.44% | 2.93% |
L2045 | $14.38 | -0.41% | 2.81% |
L2040 | $52.59 | -0.38% | 2.72% |
L2035 | $13.91 | -0.35% | 2.60% |
L2030 | $46.37 | -0.32% | 2.50% |
L2025 | $12.95 | -0.18% | 1.90% |
Linc | $25.31 | -0.14% | 1.64% |