As much as we all like to believe the rhyme "Sell in May and go away" we're not seeing those indications right now. Of course, your crystal ball is as good as mine and it is quite possible that the rest of the month will be poor, but we must follow the signals as they are generated.
With the close of markets on Friday, May 3rd, my timer system is indicating that we should move long into equities with respect to the TSP. Here are the allocations:
F-Fund: +4%
C-Fund: + 28%
I-Fund: +41%
S-Fund: +27%
The Aggressive Portfolio is coming up with some incredibly wild allocations -- I'm NOT going with this but I'll post it for your consideration:
C-Fund: 20%
I-Fund: 63%
S-Fund: 17%
The heavy allocation in I-Fund is due to a number of internal weights, and right now, the international market is firing on all cylinders. Too much weighting in one group for me, but it *is* a diversified group and it may continue to do well going forward.
For those of you keeping score, here is the scorecard through Friday:
As always, you are responsible for your own decisions, and I am not. Please do your diligence, and please take ownership for your actions.
Regards,
pgd
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