TSP thrift savings plan
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TSP thrift savings plan


SAMPLE FIDSEL ADVISORY

Table IX shows the TSP Pilot FidSel fund selections and correspondng results for calendar 2004. See the fund symbols for the Fidelity Selects.

FSLXX is the fund symbol for the Fidelity Select money market fund. Subscribers may want to select something less than 100% for their commitment level to the non-money market funds in the Program.

An important leverage feature of the FidSel Program is its partial use of the ProFund's Short Small Cap Inverse (SHPIX) fund when sell signals remove accounts from the Fidelity Selects stock funds. The ProFund's Short Small Cap Inverse (SHPIX) fund is the inverse (or short) of the daily Russell 2000 small cap index. FidSel preformance tables VII - IX assume a 50% commitment to the Fidelity Select money market fund (FSLXX) and 50% to the Profunds Short Small Cap Inverse (SHPIX) fund.

TABLE IX

 2004 TSP Pilot FidSel Program
%Commit FUND
 Buy Date
 Sell Date
 Days Held
 Ann Return
(%)
100% FSLXX/SHPIX 1/30/04 2/18/04 19 -1.0
50% FWRLX 2/18/04 3/5/04 16 1.4
50% FSDCX 2/18/04 3/5/04 16 0.0
100% FSLXX/SHPIX 03/05/04 03/31/04 26 0.7
50% FWRLX 03/31/04 04/22/04 22 4.8
50% FSDCX 03/31/04 04/22/04 22 1.8
100% FSLXX/SHPIX 04/22/04 05/27/04 35 2.0
50% FWRLX 05/27/04 06/14/04 18 -0.8
50% FSHCX 05/27/04 06/14/04 18 1.4
100% FSLXX/SHPIX 06/14/04 06/22/04 8 -1.3
50% FWRLX 06/22/04 07/08/04 16 1.2
50% FSNGX 06/22/04 07/08/04 16 2.0
100% FSLXX/SHPIX 07/08/04 08/23/04 46 1.4
50% FSESX 08/23/04 10/01/04 39 17.1
50% FSNGX 08/23/04 10/15/04 53 15.4
50% FWRLX 10/01/04 10/15/04 14 2.5
100% FSLXX/SHPIX 10/15/04 11/02/04 18 -1.2
50% FSESX 11/02/04 12/02/04 30 4.0
50% FSNGX 11/02/04 12/03/04 31 6.3
50% FSHCX 12/03/04 01/05/05 33 5.2
- Ann Ret (%) assumes a one day delay from original signal date.


TABLE X

 2004 FidSel Program Performance Comparisons
FUND/PROGRAM Ann Return
(%)
 (Mdd%)
 UPI
 UI
"C" Fund 10.8 -7.5 3.0 2.9
"S" Fund 18.0 -12.2 3.5 4.8
"I" Fund 20.0 -10.6 6.2 3.5
FidSel 45.5 -9.5 14.4 3.0


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TSP Pilot is a commercial service not associated in any way with the U.S. Federal government. TSP Pilot does not issue individual investment advice. TSP Pilot publications are prepared for informational and educational purposes only. Past stated hypothetical performance is not an indication of future performance.

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