Monday, July 14, 2014

Southern Company 401k Plan PSDS Scan 12-31-2013

This is the first 401k Plan scanned with a Portfolio Diversificattion Ratio PDR = 1.0



This scan used LQD for the money market fund. When you use a money market fund the Balanced portfolio invests nothing in the money market fund and the PDR drops a bit to PDR = 0.80 which is still very good and the APR goes up to 12.54% with a small drop in PSR the portfolio Sharpe ratio. Here is a 3D image of the PSDS design scan with VMVXX for the money market fund.


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