Monday, April 29, 2013

Packaging Corp. of America 401k PSDS Scan 12-31-2012





In the scan BIV is a proxy for the JP Morgan Intermediate Bond Fund which does not yet have 5yr data. Vanguard and JP Morgan share many funds including the money market fund VMVXX.

Thursday, April 25, 2013

Chubb Corp. 401k (CA) 5% Portfolio PSDS Scan 12-31-2012





The Chubb 401k has been scanned every year the last 5 years 2008, 2009, 2010, 2011, 2012. This year I limited the scan to the 5% or more portfolio from the SEC 11-k Report to save time. I find it interesting that the 2012 "Balanced" portfolio and the 5% portfolio have almost the same APR and STD.



When you scan with all the funds the above chart becomes,



Thursday, April 18, 2013

eBay Inc. 401k (SP) Plan PSDS Scan 12-31-2012




Company stock EBAY is not in the 401k Plan so there is no SEC 11-k Report and I have no information on the Employee asset allocation. Company stock is volatile but has a 5yr APR of 11.8% which would have boosted the 401k Balanced portfolio performance.

Tuesday, April 16, 2013

South Jersey Industries Inc. 401k PSDS Scan 12-31-2012




This is a good 401k and a very good stock.The Employee portfolio invested 77.9% of the Plan in SJI. A bit much but if I were young I would probably have a lot more than 6.9% invested in the stock.

Monday, April 15, 2013

Comcast Spectacor 401k Plan PSDS Scan 12-31-2012





This Company has two Ticker symbols both on the NASDAQ, CMCSA and CMCSK both with the same SEC 11-k report. They may have different voting rights, I don't know but it can be confusing.