Home Depot 401k (Futurebuilder) Scan 7/31/2008

The Home Depot Futurebuilder plan's investments
were heavily in their stock and lost heavily in
2007. This is one reason I do not include company
stock in 401k plan scans, it is too risky in my opinion.

The funds in the scan were,

IWP, VEXMX, DODFX, DODGX, DFIHX

The ETF fund was a proxy for TMDPX
which does not yet have 5yr data. Also,
VEXMX is a proxy for a BIG fund and
DFIHX is a proxy for a JP Morgan stable
value fund.

Medtronic 401k (SIP) Plan Scan 7/31/2008

The Medtronic Savings & Investment Plan funds
in the scan were,

VFINX, VPMCX, VWELX, VWNAX, VWIGX,
VEXPX, VEXMX, VBMFX, VWUSX, VTINX

and as with the Qualcomm scan 5yr
data for VTINX were computed from
the 7 funds in VTINX.

ExxonMobile Fuels 401k (MSP) Scan 7/31/2008

The ExxonMobile Fuels 401k (Marketing Savings Plan) is
only one of the 11-K filings by ExxonMobile. The funds
in the scan were,

VFSTX, BBALX, BEIAX, BSCAX,
EFA, BBPAX

One of the Northern Trust funds in the plan
NOINX does not yet have 5yr data and EFA is
a proxy for it. Also, The State Street Yield
Enhanced Short Term Investment Fund has a
proxy, VFSTX.

Like the US Government 401k scan the maximum
PSR portfolio is affected by the low STD fund
near the origin. I decided to keep VFSTX in
the scan and highlight the fact that there are
many high Sharpe ratio portfolios between
VFSTX and the Balanced Portfolio.

Moody's 401k (PPP) PSDS Scan 7/31/2008

The funds in the scan were,

FBIDX, PTTRX, LZEMX, MLAAX, RWR,
GCMAX, FFFAX, FFFFX, FLPSX, FEQIX,
FMCSX, FDIVX, FSEMX, EFA

The ETF funds were proxies for a
DWS real estate fund and FSIVX that
do not yet have 5yr data.

Portfolio Design Scan Visitor Map 2008

In case you are interested this a the
world map of site visitors in the last
six months, 8/29/2008

Hanover Insurance Group 401k Scan 7/31/2008

The funds in the scan were

FEQIX, FUSEX, PTRRX, FDIVX, ARTMX,
FLPSX, AGTHX, FFFDX, FSLCX, FSIIX,
VIMSX, VBTIX, FFFAX, VSMAX

The two Vanguard Funds in the plan VSISX and
VBTSX are Signal funds with less than 5yr data.
The same funds with 5yr data VIMSX and VBTIX
were proxies for the Signal funds.

Dell 401k Plan PSDS Scan 7/31/2008

The funds in the scan were,

NYVTX, AGHTX, FRBSX, FRSGX, AEPGX,
ABNDX, FREEX, RISIX, TEDMX, VMMXX

VMMXX was a proxy for a stable value option
Each fund comprises 5% or more of net assets

Qualcomm 401k PSDS Scan 7/31/2008

The Funds in the scan were,

AVFIX, RERFX, FOCPX, PTTRX, VIIIX, RWIFX,
FCNTX, VEXRX, VMCIX, VTINX, VWNAX, VMMXX

I computed 5yr data for VTINX using the 7
underlying Vanguard funds to make the scan.

Lowes 401k PSDS Scan 7/31/2008

The funds in the scan were,

TWADX, TWCUX, AEPGX, ANEFX, FEQIX, FRBSX,
PGOVX, RPMGX, VINIX, VSCGX, VASGX, VSMGX,
VISVX

The Summer 2008 Morningstar Advisor has an article that
argues Kurtosis is better than STD for measuring "fat
tail" risk. The Balanced Portfolio here has KRT = -.15
which is good. A large positive number would be bad.

Colgate Palmolive 401k PSDS Scan 6/30/2008

There were 8 Funds in the scan. DCPFX was a proxy for
the core plus fixed income fund not clearly identified.

Nokia 401k PSDS Scan 6/30/08

This scan has 30 Funds from Nokia's 11-K of 12/31/03,

ABALX, TWVLX, BIGRX, AEPGX, ANCFX, AWSHX,
BARAX, FDIRX, PRELX, FGSAX, FDIVX, FDGFX,
FDLVX, JABAX, JAEIX, JSCVX, JAVLX, JAWWX,
MIGFX, MNDAX, NBGNX, PTTRX, PCVAX, PEUMX,
SLAFX, SSHFX, SSEMX, SVSPX, TEMFX, TSCEX



The 6 Funds in this scan all have 5% or more
of the total 401k plan assets. There are many
more funds in the Nokia 401k plan and a second
scan will be posted with 30 funds.

US Government 401k (TSP) PSDS Scan 1/1/2008

The five funds in the scan were

Fund G, Fund F, Fund C, Fund S, Fund I

The fund data may be found at,
www.tsp.gov/rates/monthly-history.html

The very low STD for Fund G produces a few very high Sharpe
ratio portfolios that are approximately 99% Fund G, 1% Fund F.
Fund G also causes an almost linear efficient frontier
meaning portfolios with returns much higher than the Balanced
portfolio have Sharpe ratios almost as good. This is unusual
and seems to be like the straight line between cash and the
Balanced portfolio which is how you compute the risk adjusted
return for your portfolio plus cash. If that is the case I
should not have included Fund G in the scan. I manage cash
outside my portfolio for example.

Parker Hannifin 401k PSDS Scan 6/30/08

The funds in the scan were

FBIDX, VINIX, VEXMX, SHY, PTTRX,
SRVEX, GTAGX, IJT, DODFX, FFFCX

The two ETF funds were proxies for funds
with no 5yr data yet.

COSTCO 401k Plan PSDS Scan 6/30/2008

The Funds in the scan were

ANWPX, NYVTX, AGTHX, BJBIX, PREIX, PRITX,
RPMGX, OTCFX, VAAPX, RPSIX, TRRAX