Current Portfolio Allocation: TSP Folio Strategy
The portfolio was last rebalanced on 11/29/2024. The next rebalance date is on 12/31/2024.
Sign up for a free trial to see the latest portfolio allocation!
Already a member? Sign in.
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 |
|---|---|---|---|---|---|
| 09/30/2024 | 51% | 3% | 38% | 2% | 6% |
| 08/30/2024 | 56% | 3% | 35% | 2% | 4% |
| 07/31/2024 | 49% | 2% | 42% | 4% | 3% |
| 06/28/2024 | 56% | 0% | 38% | 2% | 4% |
| 05/31/2024 | 62% | 0% | 27% | 2% | 9% |
| 04/30/2024 | 71% | 0% | 22% | 2% | 5% |
| 03/28/2024 | 44% | 3% | 39% | 5% | 9% |
| 02/29/2024 | 53% | 2% | 35% | 3% | 7% |
| 01/31/2024 | 56% | 5% | 32% | 2% | 5% |
| 12/29/2023 | 41% | 7% | 38% | 6% | 8% |
| 11/30/2023 | 52% | 5% | 34% | 3% | 6% |
| 10/31/2023 | 70% | 2% | 28% | 0% | 0% |
| 09/29/2023 | 65% | 4% | 24% | 0% | 7% |
| 08/31/2023 | 53% | 5% | 30% | 4% | 8% |
| 07/31/2023 | 52% | 0% | 27% | 6% | 15% |
| 06/30/2023 | 57% | 0% | 26% | 4% | 13% |
| 05/31/2023 | 62% | 2% | 19% | 0% | 17% |
| 04/28/2023 | 42% | 5% | 19% | 3% | 31% |
| 03/31/2023 | 44% | 4% | 21% | 3% | 28% |
| 02/28/2023 | 58% | 0% | 18% | 2% | 22% |
| 01/31/2023 | 48% | 6% | 15% | 0% | 31% |
| 12/30/2022 | 54% | 5% | 12% | 0% | 29% |
| 11/30/2022 | 46% | 13% | 16% | 0% | 25% |
| 10/31/2022 | 68% | 6% | 11% | 8% | 7% |
| 09/30/2022 | 83% | 11% | 6% | 0% | 0% |
| 08/31/2022 | 82% | 6% | 12% | 0% | 0% |
| 07/29/2022 | 61% | 21% | 16% | 2% | 0% |
| 06/30/2022 | 92% | 8% | 0% | 0% | 0% |
| 05/31/2022 | 67% | 11% | 9% | 0% | 13% |
| 04/29/2022 | 100% | 0% | 0% | 0% | 0% |
| 03/31/2022 | 76% | 0% | 20% | 4% | 0% |
| 02/28/2022 | 81% | 0% | 13% | 6% | 0% |
| 01/31/2022 | 74% | 0% | 24% | 2% | 0% |
| 12/31/2021 | 62% | 3% | 27% | 3% | 5% |
| 11/30/2021 | 69% | 3% | 23% | 3% | 2% |
| 10/29/2021 | 64% | 0% | 26% | 6% | 4% |
| 09/30/2021 | 74% | 0% | 21% | 3% | 2% |
| 08/31/2021 | 58% | 7% | 24% | 7% | 4% |
| 07/30/2021 | 67% | 6% | 18% | 4% | 5% |
| 06/30/2021 | 65% | 4% | 19% | 6% | 6% |
| 05/28/2021 | 69% | 4% | 14% | 4% | 9% |
| 04/30/2021 | 67% | 4% | 16% | 5% | 8% |
| 03/31/2021 | 73% | 3% | 11% | 7% | 6% |
| 02/26/2021 | 82% | 0% | 8% | 7% | 3% |
| 01/29/2021 | 85% | 3% | 8% | 4% | 0% |
| 12/31/2020 | 84% | 3% | 9% | 4% | 0% |
| 11/30/2020 | 86% | 3% | 8% | 3% | 0% |
| 10/30/2020 | 92% | 2% | 4% | 2% | 0% |
| 09/30/2020 | 79% | 5% | 11% | 5% | 0% |
| 08/31/2020 | 59% | 3% | 29% | 7% | 2% |
| 07/31/2020 | 62% | 6% | 21% | 6% | 5% |
| 06/30/2020 | 72% | 4% | 18% | 3% | 3% |
| 05/29/2020 | 49% | 0% | 27% | 17% | 7% |
| 04/30/2020 | 55% | 3% | 23% | 15% | 4% |
| 03/31/2020 | 86% | 0% | 12% | 2% | 0% |
| 02/28/2020 | 59% | 38% | 3% | 0% | 0% |
| 01/31/2020 | 69% | 9% | 22% | 0% | 0% |
| 12/31/2019 | 73% | 0% | 23% | 0% | 4% |
| 11/29/2019 | 47% | 28% | 21% | 0% | 4% |
| 10/31/2019 | 51% | 26% | 19% | 0% | 4% |
| 09/30/2019 | 62% | 27% | 11% | 0% | 0% |
| 08/30/2019 | 53% | 38% | 9% | 0% | 0% |
| 07/31/2019 | 47% | 26% | 24% | 3% | 0% |
| 06/28/2019 | 61% | 21% | 15% | 0% | 3% |
| 05/31/2019 | 69% | 19% | 12% | 0% | 0% |
| 04/30/2019 | 62% | 7% | 24% | 7% | 0% |
| 03/29/2019 | 54% | 18% | 22% | 6% | 0% |
| 02/28/2019 | 74% | 6% | 18% | 2% | 0% |
| 01/31/2019 | 0% | 99% | 0% | 1% | 0% |
| 12/31/2018 | 0% | 100% | 0% | 0% | 0% |
| 11/30/2018 | 23% | 70% | 7% | 0% | 0% |
| 10/31/2018 | 100% | 0% | 0% | 0% | 0% |
| 09/28/2018 | 40% | 0% | 29% | 30% | 1% |
| 08/31/2018 | 40% | 0% | 18% | 42% | 0% |
| 07/31/2018 | 40% | 0% | 21% | 38% | 1% |
| 06/29/2018 | 23% | 17% | 11% | 49% | 0% |
| 05/31/2018 | 36% | 4% | 9% | 51% | 0% |
| 04/30/2018 | 40% | 0% | 6% | 15% | 39% |
| 03/29/2018 | 55% | 18% | 5% | 20% | 2% |
| 02/28/2018 | 41% | 0% | 38% | 8% | 13% |
| 01/31/2018 | 40% | 0% | 35% | 5% | 20% |
| 12/29/2017 | 41% | 0% | 39% | 4% | 16% |
| 12/22/2017 | 40% | 0% | 44% | 8% | 8% |
| 11/30/2017 | 40% | 0% | 43% | 8% | 9% |
| 10/31/2017 | 40% | 0% | 30% | 5% | 25% |
| 09/29/2017 | 41% | 0% | 13% | 15% | 31% |
| 08/31/2017 | 24% | 16% | 27% | 3% | 30% |
| 07/31/2017 | 41% | 0% | 27% | 6% | 26% |
| 06/30/2017 | 41% | 0% | 24% | 13% | 22% |
| 05/31/2017 | 41% | 0% | 30% | 6% | 23% |
| 04/28/2017 | 40% | 0% | 31% | 12% | 17% |
| 03/31/2017 | 38% | 2% | 45% | 6% | 9% |
| 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% |
Try TSP Folio
Sign up for a free TSP Folio trial!
