DavyDaveCharts
Nov 11, 1:20 PM
Thrift Savings Plan (TSP) I-Fund outlook
$VXUS $EFA $IEFA $ACWI $EMXC : I'm leaning on an additional 20% to the downside for the I-Fund. Why? European yields are still in an uptrend and the spread between them is shrinking. Dollar Index has bottomed and entering a stae 2 uptrend. Effective yields on emerging markets corporate bonds are spiking.
0 replies