The Last Look Report



Stock indices opened sharply higher this morning after President Trump said he had agreed to a cease-fire with Iran if the Strait of Hormuz reopened immediately. The change in sentiment is swinging global markets including the sharpest decline in oil prices since Covid.


The I-fund's benchmark ACWX is leading the TSP related indices with a gain of 3.9% for the day heading into the IFT deadline.


The S&P 500 (C-fund) and DWCPF (S-fund) are both up more than 2% for they day.


Stocks are mostly maintaining their new highs and drifting from their highs, but there has yet to be much volatility within the day.

AutoTracker IFTs


Twenty-six IFTs have been made so far today in response to the cease-fire news. Members are moving funds in both directions (in and out of stock funds), but as a whole, today's average IFT includes a 47-percentage point reduction in the G-fund and a 34-percentage point increase in the I-fund.


Eight Top 50 members have made IFTs today. That includes two taking profits from today's rally and moving to the G-fund. The other five are buying into the rally and moving from the G-fund to stock funds:


Check in on the Last Look Thread for follow ups.


Top 50 Members' IFTs


postalmatt (6) is leaving the I-fund to move to 100% G-fund. 

Cedarpine (33) is leaving the S-fund to move to 100% G-fund.


marshard_786 (18) is moving 50% of their G-fund holding into the I-fund.


kathy73 (19) is leaving the G-fund to move to 100% C-fund.


40calSue (30) is leaving the G-fund to move to 100% S-fund.


Nadeem (16) is leaving the G-fund to move to 50% S and 50% I-fund.


KCLARK (23) is leaving the G-fund to move to 15% S and 85% I-fund.


Desertskye (8) is leaving the G-fund to move to 100% I-fund.



A Top 50 Member made an IFT after yesterday's Last Look Report:


tetonshasta (14) left the I-fund to move to 100% G-fund.



Top Returns and Allocations

AutoTracker member thetsai took over the tenth spot in our year-over-year Top 10. They hold 100% I-fund today.


Nadeem is using an IFT today to leave the G-fund and move to a 50/50 split of the S and I-funds. They do not hold this allocation in today's market, but their move is reflected in the group's average allocation:


Average Allocation of Top 10 (YoY)

includes today's IFT


G: 50.0% | F: 0.0% | C: 5.5% | S: 21.0% | I: 23.5%


Top 10 2026


The members of the 2026 Top 10 remained the same yesterday, but IFTs made today by Desertskye and postalmatt cancel each other out to keep the average allocation same.


Expect more stockholders to take over spots in the Top 10 if today's gains hold.


Average Allocation of Top 10 (2026)

includes today's IFTs


G: 60.0% | F: 0.0% | C: 0.0% | S: 0.0% | I: 40.0%


Top 50 of 2026


Eight IFTs made by Top 50 members this morning average out to reduce the group's average G-fund allocation from 52.9% to 44.9%.


Average Allocation of Top 50

includes today's IFTs


G: 45.9% | F: 0.2% | C: 3.9% | S: 12.3% | I: 37.8%



Full 2026 AutoTracker Standings

(Need AutoTracker Account to Access)

Fund Morning Performance

30 minutes before the TSP trade deadline:


The S&P 500 (C-fund) is up 2.1%


The DWCPF (S-fund) is up 2.7%


The ACWX (I-fund) is up 3.9%


The bond ETF BND (F-fund) is up 0.3%



Click Here for Real Time Quotes of the C, S, I, and F-fund Tracking Indices.

Today's Headlines


Trump Agrees to Two-Week Cease-Fire With Iran if Hormuz Reopened - President Trump said he agreed to suspend attacks on Iran for two weeks subject to the “immediate” reopening of the Strait of Hormuz, pointing to progress on a 10-point proposal from Tehran.


Oil Prices Head for Biggest Drop Since Covid - The Iran cease-fire has put oil prices on course for a historic tumble. Shortly before 7 a.m. ET, benchmark Brent crude prices were down more than 14%.


Why the Cease-Fire Narrows the Path to a Near-Term Fed Rate Cut - The risk that a widening conflict would drag down growth and tip the economy into a downturn had been the last, best argument for resuming rate cuts. Paradoxically, the end of the war may actually make it harder, not easier, for the Fed to ease in the short run.

Latest Forum Posts

tsptalk's Market Talk - We had a big gap up open, and gaps tend to get filled. It is rare that they don't, but not always -- or not always on a short-term timeframe.


James48843 Account Talk - Moving on the hope of ceasefire, and utilizing the “TACO swing(c) “- I’m moving back into stocks.


JTH's Account Talk - We've opened at the Jan-Lows, I've cashed out all leveraged positions, a nice haul, time to rest & reset. IFT EoB today, back to 20G/80C

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