Do you think it might be a good time to move to I from? I know there is no crystal ball but just wondering your thoughts. thanks
Patricia Holm
From:
Sent: Saturday, May 30, 2015 11:24 AM
To:
Subject: Re: [TSP_Strategy] I Fund Chart
True that at some point, interest rates will rise. That's been the thinking for the past year or more. In the meantime I Fund out performed S Fund by ~4% so far this year.
I-Fund is this year's solid best performer, up 10.42% year to date, floating nicely above 50 and 100 moving averages since early February. The I-Fund proxy, EFA, broke through the resistance point of 65 back on April 1. For those that don't already have a good fraction of I-Fund in their equities portfolio, do you think it's too late to move in that direction now? What do you think will be the next resistance point for those who are already in I-Fund, perhaps 70?
I fund rise is largely due to USD falling from March to May. USD has been rising since mid-May. When (if) interest rates rise, USD will shoot up significantly, further decreasing I fund returns.
1 month returns
S fund 1.8%
C fund 1.1%
I fund 0.2%
2 week returns
S fund 0.2%
C fund -0.6%
I fund -2.3%
Posted by: "Pat Holm" <patholm@ec.rr.com>
| Reply via web post | • | Reply to sender | • | Reply to group | • | Start a New Topic | • | Messages in this topic (10) |
Belum ada komentar untuk "RE: [TSP_Strategy] I Fund Chart"
Post a Comment