The I fund

Raxser

New member
imported post

I don't understand the "I" fund. On Nov 3, the dollar was up (which should be bad for the I fund) and the EAFE indexwent down for 57.6 to 57.4. I was expecting to take a loss for the day and instead, the fund went up 0.66 % (11 cents). Can anyone explain this?
 
imported post

I sure can't. :*

It'll probably be down today because I bought it yesterday thinking I'd be buying it lower...................
 
imported post

Here is an excerpt from the TSP I fund fact sheet-

Barclays EAFE Index Fund — The Barclays fund holds common stocks of all the companies represented in the EAFE index in virtually the same weights that they have in the index. The return on the Barclays fund (and on the I Fund) will differ from that of the EAFE index on days when Barclays makes a “fair valuation” adjustment to reprice the securities held by the fund. Fair valuation adjustments are made on days when there are large movements in either U.S. equity markets or exchange rates after the foreign markets have closed. Fair valuation prevents traders from “market timing” by making investment decisions based on “stale” prices, thus diluting the returns
of other TSP participants who invest in the I Fund.
 
imported post

Gents,

I believe if I were the quintessential investor with near empty pockets and a far distant future to look forward to, I'd be an accumulator of the I fund rather than trying to pistol shoot the darn thing. I would save myself lots of aggravation and keep my stress levels even keel. Anyway, that's what I would do, and of course there is only one of me, so carry on. Take care.

Dennis
 
imported post

"I don't understand the "I" fund." Heh, no one does. We don't understand the C- and S-funds either. We can't even figure out exactly on which day the G-fund will pay it's penny! Let us not speak of the mysteries of the F-fund.

But so what!? I agree with you, Dennis, as usual -- Put some money in the I-fund and fuggedaboudit. My participation in the I-fundbuoyed my portfolio many times over the last five months. It is volatile so I give it only half-weight compared to C and S, but it has paid well.

Dave


Edit: P.S. Dennis, do you not mean archetypal or prototypical? I would say the quintessential investor never has empty pockets.
 
imported post

DaveM,

I was actually making a pun trying not to be critical of others' strategy. But now that you mention it you are the father - the quintessential investor. Others would do well to emulate your strategy now that the light has been turned on. Now, you must be having fun - or do you need to dry out some more first? Please let's be done with these storms. There is a discussion on another post regarding retirement planning - surely you have some prescient thoughts. Take care

Dennis
 
Back
Top