It is part of a design study to demonstrate how one good stock can lift diversity and performance of an exiting 401k Plan portfolio.
Friday, January 29, 2016
US Gov TSP+ Plan Design PSDS Scan 12-31-2014
This is a TSP portfolio design "enhancement" and is NOT in the TSP Plan today.
It is part of a design study to demonstrate how one good stock can lift diversity and performance of an exiting 401k Plan portfolio.
It is part of a design study to demonstrate how one good stock can lift diversity and performance of an exiting 401k Plan portfolio.
Tuesday, January 26, 2016
Monday, January 25, 2016
Friday, January 22, 2016
Tuesday, January 19, 2016
Friday, January 15, 2016
Berkshire Hathaway Stock Portfolio PSDS Scan 12-31-2014
The stocks in the Scan are from the 2014 annual report and do not include Munich Re MUV2 which is traded on an exchange in Europe that I do not track.
Wednesday, January 13, 2016
Chevron 401k Plan PSDS Scan 12-31-2014
The Chevron 401k Plan trustee is Vanguard and the Plan continues to do well. In the Scan the money market fund VMVXX was replaced by VWINX the Vanguard income fund.
Thursday, January 7, 2016
Wednesday, January 6, 2016
Monday, January 4, 2016
A Forbes ETF Retirement Portfolio PSDS Scan 12-31-2014
In 2013 a Forbes contributor John Wasik published an article titled "Top 401k ETFs You Should Own In Your Retirement Plans". There were 20 ETFs in his Article and I selected the ones with 5yr Sharpe ratios greater than 1.0 for this Scan.
