Monday, June 30, 2008

Disney 401k Plan PSDS Scan 5/31/2008



The 17 funds in the Disney 401k plan scan are

FDCAX, FGRIX, FEQIX, SEQUX, FMDCX, CAAPX
CVGRX, VIMSX, NAESX, BGRFX, RYLPX, TETIX,
FIGRX, FDIVX, FASMX, PTTRX, PNMIX

If these need to be updated let me know.

Thursday, June 26, 2008

Intel 401k Plan PSDS Scan 5/31/2008

A 3D scatter plot of the 20 Fund Intel portfolio scanned





The Intel 401k plan has over 50 funds. This scan has 50 funds
and produced the highest Sharpe ratio to date by far. The 50
funds in the scan were,

RGAFX, BLUEX, PCFAX, TGCEX, QQQQ, FCNTX, FDGRX,
VIGIX, CEYIX, DODGX, LMNVX, VIIIX, TWEAX,
VLUDX, VWNEX, IWD, FMCSX, PFMAX, TGVOX,
VSEVX, VMCIX, FLPSX, GCMAX, LLPFX, VISGX,
GSSIX, PENNX, ASCQX, ASVIX, VISVX, MDGCX,
TGADX, DPIEX, AEPGX, ISMAX, VTRIX, REACX,
GLDAX, GMCEX, LZEMX, SSEMX, MALOX, FPURX,
VCVSX, FRIAX, PGOVX, VFIUX, CBDIX, PTTRX,
PHIYX

I also selected the best 20 funds and ran another scan.

RGAFX, BLUEX,DODGX, FLPSX, GCMAX, PENNX,
MDGCX, TGADX,DPIEX, AEPGX, ISMAX, VTRIX,
REACX, GMCEX,LZEMX, MALOX, FPURX, VCVSX,
FRIAX, PHIYX

This portfolio had a high Sharpe ratio but lower
than the 50 fund portfolio. I posted a 3D image of
the scan and welcome comments on it.

Tuesday, June 24, 2008

Ford 401k Plan PSDS Scan 5/31/2008



The Ford 401k plan has lots of Funds. The 24 funds in
the scan were,

FDCAX, FCNTX, FDGFX, FEQIX, PRIDX, EFA, TEMFX, PRRIX,
PTSAX,PTTRX, FDGRX, JAGRX, OAKLX, VIIIX, VEXMX, FRESX,
NBGEX, RYLPX,FOSFX, PRHYX, VBMFX, ACG, FFFAX, FFFCX

The two ETF funds were proxies for "CIT" funds.

Monday, June 23, 2008

Nordstrom 401k PSDS Scan 5/31/2008



The funds in the scan were,

VBINX, AEPGX, PGEOX, PGRWX, PVISX, VISGX, NMIRX

several funds are index proxies for plan funds without online market data.

Sunday, June 22, 2008

Lockheed Martin 401k Plan Scan 5/31/2008



The 11 funds in the scan are,

VPBMX, VFINX, AIVSX, VWNDX, TWCGX, RIMSX,
ANWPX, EFA, MCARX, MMACX, MIAGX

The EAFE Index Fund they use was not clear to me so I used the ETF fund EFA.

Monday, June 16, 2008

Bank of America 401k Plan Scan 5/31/2008



The 12 funds in the PSDS scan were,

RGAFX, NFEPX, GEGTX, VTSMX, DODGX, NVLUX, GHQTX,
NMPAX, FRESX, NMSCX, LMSIX, FDIVX, NIEQX, WAPIX

as of 6/17/2008.

Friday, June 13, 2008

Stanton & Castleton IRA PSDS Scan 7/31/2008



The funds in the 7/31/2008 scan are

DODBX, DODFX, FAIRX, FICDX, FLPSX, LSBDX,
PRPFX, PRWCX, RYVFX, SGENX, TAVFX




This is my roll over 401k IRA today. Both 5yr(standard) and
3yr scans were run. The funds in the scans were the same,

DODBX, DODFX, FICDX, FLPSX, LSBDX, PRWCX,
PRPFX, SGENX, TAVFX, VHGEX, RYVFX

Most of the funds I have owned for quite a few years.

Wednesday, June 11, 2008

Boeing 401k Plan PSDS Scan 5/31/2008



The Boeing plan funds as of 2002 were all Fidelity.
The Funds in the scan were,

FTHRX, FBIDX, FPURX, FFFAX, FFFCX, FEQIX,
FBGRX, FCNTX, FDGFX, FDGRX, FLPSX, FMCSX,
FOCPX, FWWFX, FOSFX, FDIVX

This plan has been updated and the new plan will be
scanned later when I have all the data.

Wednesday, June 4, 2008

Amazon 401k Plan PSDS Scan



The Funds in the Scan are;

AGTHX, ASCIX, VFINX, VEXPX, VFTNX,
VSEQX, VWNFX, BJBIX, PTTRX