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



AAII Model Portfolio Funds;

TWEIX, CGMFX, MNBAX, MERDX, MVALX
GTSGX, NOSGX, PENNX, TMVSX, FMIMX

as 5/29/2009

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.