PortfolioDesignScan

My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.

Wednesday, April 22, 2015

Newmarket Corp. 401k Plan PSDS Scan 12-31-2014

This 401k Plan continues to be greatly helped by company stock NEU. The employee portfolio has 36% of their money in the stock and has a Sharpe ratio higher than the Balanced portfolio. That does not happen often.

Edward L. Stanton, Ph.D. at 6:02 AM

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About Me

Edward L. Stanton, Ph.D.: The backyard Walden house design studio cost less than $500 to solar power up. The solar panels and kit cost $315 at COSTCO and the 12-volt rechargeable battery cost $73 at the House of Batteries. We posted the first solar powered PSDS scan from here 05-16-2009. The new marine is the boy at the front of the group picture and his older cousin in front of the tall blond girl is a marine veteran. The grandchildren are mostly grown and the great-grandchildren are now learning solid geometry and making Platonic solids.

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Wednesday, April 22, 2015

Newmarket Corp. 401k Plan PSDS Scan 12-31-2014

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