We update our allocation percentages in the evening of the last trading day of the month. The exact hour is dependent on when the share prices post for that day. On occasion, I delay my allocation changes until the Sunday before trading begins on a new month.
You can find my entire Allocation History further down this page under Allocation History.
Any allocation changes you make are up to you. I feel confident enough in my numbers to trust them for the entire month, whether I am in the beginning, middle, or end.
You receive access to the Member's Section of my website where you will find my monthly allocation percentages, charts, and a short commentary on what is driving my allocation percentages. I try not to be too verbose as I want to keep it simple without too much blather.
It's up to you. I keep emails to my subscribers very limited. You can click your name after you login an elect to be notified when I post my monthly allocation percentages. You can also follow me on X.com for allocation announcements.
If required, I request a Contribution Allocation change AND an Interfund Transfer on the evening of the last trading day of the month.
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Use the options in the login section to change these options. For email changes email us at info@tspcoach.com.
Yes.
You may cancel your renewal by logging onto PayPal and cancelling your subscription. You may cancel an annual subscription early at any time by sending me an email at sales@tspcoach.com and I will issue you a refund in the amount of your annual fee minus the number of months you used at the monthly subscription rate. (e.g. $60 annual rate ? 4 months at $7 = $32 refund). I do not offer refunds for monthly subscriptions for obvious reasons.
MUTUAL FUND QUOTES
USAA
| Date | USIBX | USAAX | USCAX | USIFX |
|---|---|---|---|---|
| 2024-11-15 | 9.12 | 41.23 | 14.53 | 27.52 |
| 2024-11-14 | 9.12 | 42.09 | 14.75 | 27.63 |
| Daily Change | 0% | -2.04% | -1.49% | -0.4% |
| Month to Date | -0.65% | 4.35% | 4.46% | -2.1% |
| Year to Date | -0.72% | 29.09% | 9.58% | 5.89% |
Fidelity
| Date | FCBFX | FOCPX | FDVLX | FWWFX |
|---|---|---|---|---|
| 2024-11-15 | 10.48 | 21.03 | 16.34 | 39.65 |
| 2024-11-14 | 10.49 | 21.56 | 16.42 | 40.11 |
| Daily Change | -0.1% | -2.46% | -0.49% | -1.15% |
| Month to Date | -0.66% | 2.64% | 3.61% | 1.69% |
| Year to Date | 0.16% | 14.98% | 13.79% | 27.45% |
Vanguard
| Date | VBLAX | VIGAX | VSGAX | VFSAX |
|---|---|---|---|---|
| 2024-11-15 | 10.62 | 204.73 | 98.58 | 28.88 |
| 2024-11-14 | 10.65 | 208.94 | 100.15 | 28.98 |
| Daily Change | -0.28% | -2.01% | -1.57% | -0.35% |
| Month to Date | -1.58% | 3.83% | 5.1% | -2.6% |
| Year to Date | -5.57% | 27.96% | 14.45% | 1.69% |
