| Total Available Funds: | 5 |
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| Total Available Funds: | 5 |
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| Total Available Funds: | 5 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||
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| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 0.8% | 15.7% | 14.7% | 15.2% | 8.6% | 7.9% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 0.6% | 22.8% | 13.6% | 12.5% | 9.3% | 8.8% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click for Portfolio Details or Follow | -1.6% | 16.2% | 14.7% | 15.0% | 8.8% | 9.1% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 3.0% | 18.9% | 14.6% | 11.9% | 7.9% | 8.0% |
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** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Thirft Savings Plan (TSP) is for federal employees. The plan concsists of 6 funds. Please refer to this page for the fund description.
Since all of the funds are separately managed accounts, We use benchmark funds as proxies for candidate funds. The L funds, Lifecycle fund, are not used in this plan.
The G fund is a stand out fixed income fund that has had outstanding performance. Based on the description on this page, "The G Fund interest rate calculation is based on the weighted average yield of all outstanding Treasury notes and bonds with 4 or more years to maturity. As a result, participants who invest in the G Fund are rewarded with a long-term rate on what is essentially a short-term security. Generally, long-term interest rates are higher than short-term rates.' The key here is the 'short term security' with long term interest rate. Talk about the advantage of being employed by the federal government!
In MyPlanIQ, G Fund is modeled as money market fund (i.e. its NAV is always 1) with yields calculated as (5 year treasury yield+ 10 year treasury yield)/2. It has a sepcial designated symbol 'TSPGFUND'.
Based on one of our users, TSP allows 2 times of rebalances per month.
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