Not financial advice. Learn more about our strategy and disclaimer
Live Portfolio Tracker — since 2026-01-01
Max Growth
$99,802
-0.20%
C
Balanced
$99,802
-0.20%
C
L Fund (2050)
$97,911
-2.09%
L2050
C Fund Only
$96,701
-3.30%
C

Equity Curves

Started: $100,000 on 2026-01-01 Updated: 2026-03-23

Strategy Account Value

$1,158,751

Starting from $100,000 hypothetical

Total Return
Gain: +1058.8%
Ann. Return
Gain: +16.9%
Last updated: 2026-03-25

Current Allocation

I Fund 100%
International
G Fund -- 0%
F Fund -- 0%
C Fund -- 0%
S Fund -- 0%

Transfer Deadline

--:--:--
until deadline

Transfer Plan

IFTs:
0 left
Hold -- No Action

Max delta 0.0% below threshold 15%

Fund Correlations

CSIF
C 1.00 0.86 0.78 0.34
S 0.86 1.00 0.72 0.32
I 0.78 0.72 1.00 0.49
F 0.34 0.32 0.49 1.00

Weekly Recommendation

2026-03-25 · Bull-Volatile

Hold

Rebalance to 75% G Fund / 15% F Fund / 10% I Fund — preserve capital while maintaining minimal equity exposure for a potential momentum inflection, and conserve your remaining IFT capacity.

AI Commentary

The momentum signal recommends 100% I Fund, but all three analysts unanimously reject this as indefensible — I Fund is down -8.3% monthly with 24.2% annualized volatility, and the 'Bull-Volatile' regime label at just 0.53 confidence is misleading given uniformly negative momentum across all equity funds. The council reached rare full consensus that equity correlations at 0.79 render C/S/I diversification illusory, making G Fund the only true hedge. The Macro Analyst sees this as broad macro deterioration — not sector rotation — and warns tariffs may represent a structural regime shift rather than a cyclical headwind, while the Sentiment Analyst counters that approaching Q1 earnings season could trigger a second leg down if companies pre-announce tariff cost warnings, pushing sentiment from -52 toward -70 territory. The Risk Analyst raised a critical operational point: with only two free interfund transfers per month, the asymmetry strongly favors rotating defensive now — the cost of being wrong on the aggressive side (riding a -10%+ drawdown while locked out) far exceeds the cost of missing a bounce. F Fund is failing as a traditional bond hedge due to rate uncertainty, with losses across all timeframes, leaving G Fund as the sole reliable capital preservation vehicle.

Market Regime

Bull-Volatile
Confidence
53%
30d Mom
-4.8%
Volatility
0.83

Momentum Rankings

Blended 42/63-day returns as of 2026-03-23

1
I Fund
-1.1%
2
C Fund
-2.8%
3
S Fund
-4.2%

Negative momentum funds excluded (capital to G Fund).

Strategy Backtest

3-way ensemble, Wednesday rebalance — 15.7 years

Strategy
1059%
Buy & Hold
266%
Alpha
+793%
Ann. Return
16.9%
Sharpe
0.95
Sortino
1.20
Max DD
-33.7%

AI Research Council

Four agents analyze and debate weekly. Momentum drives allocation -- agents provide context.

Rebalance to 75% G Fund / 15% F Fund / 10% I Fund — preserve capital while maintaining minimal equity exposure for a potential momentum inflection, and conserve your remaining IFT capacity.

Market Commentary

The momentum signal recommends 100% I Fund, but all three analysts unanimously reject this as indefensible — I Fund is down -8.3% monthly with 24.2% annualized volatility, and the 'Bull-Volatile' regime label at just 0.53 confidence is misleading given uniformly negative momentum across all equity funds. The council reached rare full consensus that equity correlations at 0.79 render C/S/I diversification illusory, making G Fund the only true hedge. The Macro Analyst sees this as broad macro deterioration — not sector rotation — and warns tariffs may represent a structural regime shift rather than a cyclical headwind, while the Sentiment Analyst counters that approaching Q1 earnings season could trigger a second leg down if companies pre-announce tariff cost warnings, pushing sentiment from -52 toward -70 territory. The Risk Analyst raised a critical operational point: with only two free interfund transfers per month, the asymmetry strongly favors rotating defensive now — the cost of being wrong on the aggressive side (riding a -10%+ drawdown while locked out) far exceeds the cost of missing a bounce. F Fund is failing as a traditional bond hedge due to rate uncertainty, with losses across all timeframes, leaving G Fund as the sole reliable capital preservation vehicle.

Individual Analyses

Macro Analyst

Fed policy, inflation, yield curves

Markets remain in a deteriorating risk environment with negative momentum, elevated volatility, and weak regime confidence. The I Fund's -8.3% monthly drawdown signals acute international stress likely tied to trade policy uncertainty, while domestic equities continue grinding lower. Maintaining heavy G Fund allocation as the only fund delivering consistent positive returns; F Fund kept neutral as duration risk limits its hedge value in a rate-uncertain environment. Will look to re-risk when SPY momentum turns positive and volatility compresses below 0.60.

Sentiment Analyst

VIX, put/call ratios, fund flows

Market sentiment remains firmly risk-off as tariff-driven uncertainty and negative momentum across all equity TSP funds reinforce defensive positioning. The absence of dip-buying despite multi-week declines suggests institutional distribution rather than healthy consolidation, while the accelerating I Fund weakness (-8.3% monthly) points to global contagion fears. Sentiment is bearish but not yet at contrarian extremes — recommend maintaining heavy G Fund allocation until momentum inflects and fear indicators reach washout levels.

Risk Manager

VaR, correlations, tail risk

The proposed 100% I-fund allocation is reckless given active correlation crisis, Risk-Off macro, and deeply negative sentiment — all three risk signals are flashing red simultaneously. With equity correlations at 0.79, spreading across C/S/I barely reduces risk, so a meaningful G/F allocation (45%) is essential as a volatility dampener. Retaining 55% equity with an I-fund tilt preserves upside exposure to international momentum while cutting portfolio VaR roughly in half.

Strategy Arbiter

Synthesizes into recommendation

{"market_commentary":"The momentum signal recommends 100% I Fund, but all three analysts unanimously reject this as indefensible — I Fund is down -8.3% monthly with 24.2% annualized volatility, and th

How It Works

3-Way Momentum Vote

Three lookback windows each vote on the strongest TSP equity fund every Wednesday. The majority winner gets 100% allocation. When signals disagree, defaults to C Fund.

AI Research Agents

Four AI agents -- Macro, Sentiment, Risk, and Arbiter -- analyze market conditions weekly. They provide context but never override the quantitative signal.

TSP-Aware Constraints

Only transfers when the leader changes. Mid-week timing avoids Monday/Friday noise. Respects the 2-IFT-per-month limit -- only 7% of months hit the cap.