Friday, March 28, 2014

Norfolk Southern 401k Updated Scan 12-31-2013

This Scan uses the 12-31-2013 Market data that was not available in January.  I just want to update the 3D scan to show the large difference when 2008 data are not in the 5yr period scanned.

Wednesday, March 19, 2014

A Diversified Roth Portfolio PSDS Scan 12-31-2013

This is an actual Roth portfolio that was designed to use diversification to reduce the volatility risk of the portfolio. It is described in a Technical Note I am working on that will be posted this summer.



This is the same portfolio scanned with 10yr Market data.


Thursday, March 13, 2014

General Mills 401k Plan PSDS Scan 12-31-2013

Effective January 1, 2013 the 401k Plan added Target Date Retirement Funds that in the Scan are represented by BlackRock Target Date Funds. I found no employee asset allocation data this year.





Thursday, March 6, 2014

Monsanto 401k Plan PSDS Scan 12-31-2013

This Plan's SEC 11-k report is still difficult to read for the Employee asset allocation and as in previous years the Employee portfolio is on a best efforts basis.




Tuesday, March 4, 2014

Disney 401k Plan PSDS Scan 12-31-2013

The last 5 years have helped this plan too in fact the Employee portfolio looks better than the Balanced portfolio and that does not happen often.




As you can see  the Employee portfolio is a little heavy on Disney stock but less than 25% and is definitely not a bipolar portfolio.