The S&P 500 (C-fund) is holding modest gains this morning. Meanwhile, the DWPCF (S-fund) is taking a breather and is down 0.4% in the morning trading. This pull-back in the small-cap index is warranted after the S-fund had climbed 12.53% higher this month alone.

The I-fund benchmark AWCX is also down around 0.6%.

Bonds are down 0.4%.

The Fed minutes from the previous FOMC meeting will be released two hours after the TSP trade deadline today. Investors will be paying attention as they place their bets on the path of rate cuts to come.

TSP Talk AutoTracker Members

Yesterday we saw some profit taking by some top performers. There were two more after the Last Look Report was sent. I'll detail them below. These members are evading today's losses.

Today only one member has moved to the G-fund. But another top member has made an IFT. This time they are leaving the G-fund for the S-fund:

Top Member IFTs:

BoneShaker (27) used their second IFT of November to move from 100% G-fund to 100% S-fund.

Yesterday after the Last Look Report:

Cash_Money (4) moved out of stocks and now holds 50% G and 50% F-fund.

Hocuspocusblade (19) moved from 100% S-fund to 100% G-fund.

Top of the Standings

Thirty-four AutoTracker members are now outperforming the C-fund for 2024. Many have done so in the last month with help from the S-fund.

The average allocation of those 34 is:

G: 14.7%, F: 4.4%, C: 19.9%, S: 59.9%, I: 1.2%

These top members are less invested in stock funds than the top 300. They also hold a higher ratio of S-fund to C-fund than the top 300.

Average Allocation of the Top 300 AutoTracker Members:

(includes premium members)

G: 3.4%, F: 0.7%, C: 41.2%, S: 54.1%, I: 0.6%

Compare to previous reports

The average G-fund allocation rose by 1% yesterday while stocks were up. This means some profit was taken by some of these top members. Still, the top of the standings remains nearly fully invested.

As a Last Look subscriber, you can access the TSP Talk AutoTracker standings, that include other Premium Members. You will need to have your own AutoTracker account as well. You can sign up for free here if you don't.

Fund Morning Performance

30 minutes before the TSP trade deadline:

The S&P 500 (C-fund) is up 0.3%

The DWCPF (S-fund) is down 0.4%

The ACWX (I-fund) is down 0.6%

The bond ETF BND (F-fund) is down 0.4%

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

Last Look Report members have exclusive access to a Last Look Report Thread on TSPTalk.com. If you are not signed up for the forum yet, you can do so here.

If you do not receive this email at or around 11:30 ET, it is posted every day on the Premium Service page before 11:40 ET.

Latest Forum Posts

tsptalk's Market Talk - We have a mixed start to the day as the Dow and small caps takes much needed rest, while the S&P 500 and Nasdaq move up modestly.

November Contest in Progress - Weakness in the S-fund in the final days of November could lift some members who moved to the G-fund up the November standings

Bquat's Account Talk - This is close enough to gap fill. I think we will find support here with this bullish pullback. S-fund chart.

TSP Share Prices

About Us

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This newsletter was written by Thomas A Crowley (tommyiv). You can email me at thomas@tsptalk for any feedback or questions.

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