Saturday, September 26, 2015

US Gov TSP Core Funds Stress Test 12-31-2014

The US Government TSP 401k Plan is a benchmark for many and I ran a PSDS stress test for the Core Funds G,F,C,S,I,L this morning for comparison purposes. It is a design tool and nothing more.


Tuesday, September 15, 2015

DaVita Inc. 401k Plan PSDS Scan 12-31-2014



About the only reason I do not own this stock is it's only 25 yrs old. Not a very good reason for most.

Monday, September 14, 2015

A Design Diversified Stock Portfolio Scan 12-31-2014

I currently own all but two of these stocks and hope to own them all by year end.




Wednesday, September 9, 2015

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

This 401k Plan scan has an employee portfolio with a higher Sharpe ratio than the Balanced portfolio. Interesting.




Saturday, September 5, 2015

US Thrift Savings Plan Returns YTD 2015

I took a look at the TSP web site www.tsp.gov this morning after a bad week in the market to see how they were doing. We are all in the same boat.



Friday, September 4, 2015

Prudential Financial 401k Plan PSDS Scan 12-31-2014

This scan includes only investment options that are 5% or more of Plan assets. In the scan the QMA U.S. Broad Market Index Fund is represented by the S&P 1500 Total Market Index S&P.TMI in the scan.




Thursday, September 3, 2015

ALLEGION PLC 401k Plan PSDS Scan 12-31-2014

This 401k Plan is for the US Employee's of an Irish PLC whose NYSE stock symbol is ALLE. It does not yet have 5yr data. The PSDS scan was a "Green Swan" for me in that it has almost no diversification PDR = 0. but the portfolio produced a "TSP" like portfolio that is very interesting to an old retiree.





I took a quick look at a 3yr and 10yr scan ....