New I Fund, will it make a difference?

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23V23C
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New I Fund, will it make a difference?

Post by 23V23C »

Has anyone taken a look into TSP's new I Fund potential for 2019? Will the move from tracking MSCI EAFE to tracking MSCI ACWI Ex-US IMI make it more appealing for the daily TSPCalc strategies? I searched through the forums for a similar post and found none. My apologies if this is a repeat of the things that make you go Hmmmmm.

https://federalnewsnetwork.com/commenta ... he-i-fund/

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Aitrus
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Re: New I Fund, will it make a difference?

Post by Aitrus »

For now, I'm still avoiding the I Fund, regardless of the make-up of the countries it contains. One of my projects for 2019 is to do a top-to-bottom compilation of monthly returns for the new index the I Fund tracks, just as I did for all the other Funds way back in the beginning. This will mean I have to re-assess any Seasonal Mixes that use the I Fund based on the new CAGR/PNR results I discover.
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mjedlin66
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Re: New I Fund, will it make a difference?

Post by mjedlin66 »

23V23C wrote:Has anyone taken a look into TSP's new I Fund potential for 2019? Will the move from tracking MSCI EAFE to tracking MSCI ACWI Ex-US IMI make it more appealing for the daily TSPCalc strategies? I searched through the forums for a similar post and found none. My apologies if this is a repeat of the things that make you go Hmmmmm.

https://federalnewsnetwork.com/commenta ... he-i-fund/
If this does happen, I will have some work to do. Same as Aitrus.
Owner/creator of TSPcalc.com - "Know your numbers"

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jimcasada
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Re: New I Fund, will it make a difference?

Post by jimcasada »

I've been following both the EFA & IEFA indexes. On a weekly average they generally follow the -I- fund, buy on a daily basis they can easily vary up to 1% from the -I- fund. Just added the ACWI to my list.

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cswift01
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Re: New I Fund, will it make a difference?

Post by cswift01 »

Aitrus wrote:For now, I'm still avoiding the I Fund, regardless of the make-up of the countries it contains. One of my projects for 2019 is to do a top-to-bottom compilation of monthly returns for the new index the I Fund tracks, just as I did for all the other Funds way back in the beginning. This will mean I have to re-assess any Seasonal Mixes that use the I Fund based on the new CAGR/PNR results I discover.
Thanks! Would love to see your work.

Best,

Me

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Tomanyiron
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Re: New I Fund, will it make a difference?

Post by Tomanyiron »

I have been using ACWI for the I fund strength. With the KAMA (3,2,36) of RSI (14). At Friday's close it was at 41.98, and on a scale of 1-100, that looks about right to me.
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TSPsmart
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Re: New I Fund, will it make a difference?

Post by TSPsmart »

Similar to the old index, it is underweight global tech and has heavy exposure to financials. Neither are good. Geographically they added China and Canada and a few other smaller countries. I have issues with adding China - the land of a million ponzi schemes - at this point in time.

The old and new I fund will continue to have strong seasonal tendencies in terms of the 6 favorable and unfavorable months. Stay away from this fund in the summer/fall and you will do okay.

The new fund claims to hold small caps, but they would be of low weighting and it should have little effect.

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Fund Prices2024-03-27

FundPriceDayYTD
G $18.14 0.01% 1.00%
F $19.09 0.26% -0.68%
C $82.11 0.87% 10.42%
S $82.19 1.48% 6.61%
I $42.68 0.56% 6.21%
L2065 $16.38 0.84% 8.36%
L2060 $16.38 0.84% 8.36%
L2055 $16.39 0.84% 8.36%
L2050 $32.73 0.71% 6.94%
L2045 $14.91 0.67% 6.56%
L2040 $54.37 0.63% 6.20%
L2035 $14.34 0.58% 5.77%
L2030 $47.66 0.53% 5.35%
L2025 $13.14 0.31% 3.40%
Linc $25.60 0.24% 2.79%

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