Current Portfolio Allocation: TSP Folio Strategy

The portfolio was last rebalanced on 4/28/2017. The next rebalance date is on 5/31/2017.

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Portfolio Allocation History

Portfolio allocation changes made within the last 60 days are provided to subscribers only. Older allocation changes are listed in the table below.

Date G Fund F Fund C Fund S Fund I Fund
02/28/2017 40% 0% 50% 9% 1%
01/31/2017 40% 0% 32% 26% 2%
12/30/2016 40% 0% 32% 22% 6%
11/30/2016 40% 0% 28% 32% 0%
10/31/2016 23% 23% 31% 23% 0%
09/30/2016 40% 0% 15% 42% 3%
08/31/2016 28% 12% 34% 25% 1%
07/29/2016 0% 48% 36% 15% 1%
06/30/2016 0% 83% 13% 4% 0%
05/31/2016 6% 62% 24% 7% 1%
04/29/2016 0% 89% 5% 4% 2%
03/31/2016 0% 91% 8% 1% 0%
02/29/2016 0% 100% 0% 0% 0%
01/29/2016 0% 100% 0% 0% 0%
12/31/2015 50% 16% 34% 0% 0%
11/30/2015 14% 67% 15% 4% 0%
10/30/2015 7% 77% 15% 0% 1%
09/30/2015 0% 100% 0% 0% 0%
08/31/2015 42% 58% 0% 0% 0%
07/31/2015 35% 5% 32% 15% 13%
06/30/2015 35% 5% 13% 46% 1%
05/29/2015 40% 0% 23% 26% 11%
04/30/2015 40% 0% 22% 17% 21%
03/31/2015 11% 29% 16% 42% 2%
02/27/2015 40% 0% 31% 24% 5%
01/30/2015 3% 92% 5% 0% 0%
12/31/2014 0% 64% 29% 7% 0%
11/28/2014 0% 45% 47% 8% 0%
10/31/2014 4% 47% 40% 9% 0%
09/30/2014 5% 55% 39% 1% 0%
08/29/2014 18% 22% 51% 9% 0%
07/31/2014 7% 33% 49% 5% 6%
06/30/2014 0% 40% 40% 0% 20%
05/30/2014 0% 40% 40% 0% 20%
04/30/2014 0% 40% 40% 0% 20%
03/31/2014 0% 40% 40% 0% 20%
02/28/2014 0% 40% 0% 40% 20%
01/31/2014 0% 40% 0% 40% 20%
12/31/2013 40% 0% 0% 40% 20%
11/29/2013 40% 0% 40% 0% 20%
10/31/2013 0% 40% 40% 0% 20%
09/30/2013 0% 40% 10% 10% 40%
08/30/2013 40% 0% 0% 40% 20%
07/31/2013 40% 0% 0% 40% 20%
06/28/2013 44% 0% 0% 40% 16%
05/31/2013 40% 0% 0% 40% 20%
04/30/2013 0% 40% 20% 0% 40%
03/28/2013 40% 0% 0% 40% 20%
02/28/2013 0% 40% 40% 0% 20%
01/31/2013 40% 0% 0% 40% 20%
12/31/2012 0% 40% 10% 10% 40%
11/30/2012 0% 40% 20% 0% 40%
10/31/2012 0% 40% 20% 0% 40%
09/28/2012 0% 40% 40% 0% 20%
08/31/2012 0% 40% 40% 0% 20%
07/31/2012 16% 40% 40% 0% 4%
06/29/2012 20% 40% 40% 0% 0%
05/31/2012 20% 40% 40% 0% 0%
04/30/2012 0% 40% 40% 0% 20%
03/30/2012 0% 40% 40% 0% 20%
02/29/2012 0% 40% 40% 0% 20%
01/31/2012 20% 40% 40% 0% 0%
12/30/2011 52% 40% 8% 0% 0%
11/30/2011 60% 40% 0% 0% 0%
10/31/2011 60% 40% 0% 0% 0%
09/30/2011 60% 40% 0% 0% 0%
08/31/2011 60% 40% 0% 0% 0%
07/29/2011 12% 40% 32% 0% 16%
06/30/2011 0% 40% 40% 0% 20%
05/31/2011 0% 40% 40% 0% 20%
04/29/2011 0% 40% 40% 0% 20%
03/31/2011 40% 0% 0% 40% 20%
02/28/2011 0% 40% 0% 40% 20%
01/31/2011 40% 0% 40% 0% 20%
12/31/2010 0% 40% 10% 10% 40%
11/30/2010 0% 40% 0% 40% 20%
10/29/2010 0% 40% 0% 40% 20%
09/30/2010 0% 40% 10% 10% 40%
08/31/2010 60% 40% 0% 0% 0%

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