Saturday, May 31, 2008
Raytheon 401k PSDS Scan 4/30 & 6/30/2008
The 3D scan plot was added 7/31/2008
The same 15 funds were scanned with 6/30/2008 data. Bear
market changes affect APR, STD and PSR but had little
affect on the asset allocation percentages. That can be
seen in the White Boxes which retain their relative
positions well. A stable portfolio.
The 15 Raytheon 401k Plan Funds in the Scan are
FBGRX, VMRAX, ITHAX, FEQIX, VWNDX,
FBALX, BMGRX, TMCGX, OTCFX, ACSCX,
OAKGX, SGOVX, DODFX, ESICX, PTTRX
Thursday, May 29, 2008
AAII Model Portfolio Scan 4/30/2008
Thursday, May 22, 2008
Monday, May 12, 2008
Top 10 Market Cap ETF Portfolio Scan
The 10 ETF funds and their market cap at the time of the scan were
SPY 75B$ , EFA 47B$ , EEM 26B$ , IVV 19B$ , QQQQ 18B$ ,
GLD 16B$ , IWF 13B$ , IWM 10B$ , VTI 10B$ , SHY 9B$
The Market portfolio allocated the million dollars by market cap.
The Balanced portfolio allocated the million dollars by Sharpe ratio.
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