Western Digital 401k Plan PSDS Scan 12-31-2012

FMC Corp. 401k (SIP) Plan PSDS Scan 12-31-2012

All the posted data in this Scan include covariance. I finally have that automated and this is the first 401k Scan that does not require a comparison chart.

Current RJF IRA Portfolio PSDS Scan 3-31-2013

Da Vita Inc. 401k (RSP) PSDS Scan 12-31-2012

Cleco Corp. 401k (SIP) PSDS Scan 12-31-2012

AAII Model Fund Portfolio PSDS Scan 3-31-2013

This Scan is for a Model Fund Porfolio from the American Association of Individual Investors AAII. It is a bit aggressive for a retirement portfolio but produces above average returns with moderate risk. The covariance adjusted standard deviation is also higher.  My data source is Thomson Reuters.

Monro Muffler Brake 401k (PSP) PSDS Scan 12-31-2012

This 401k Plan uses mostly Transamerica funds that I do not see often but they are quite good. The Balanced portfolio is above average as is the stock MNRO the last 5 years.

Procter & Gamble 401k (PSRP) PSDS Scan 12-31-2012

Henry Schein, Inc. 401k (SP) PSDS Scan 12-31-2012

Lincoln Electric Co. 401k (ESP) PSDS Scan 12-31-2012

J&J Snack Foods 401k (PSP) PSDS Scan 12-31-2012

This Plan made several improvements to their investment options and they are the YTD leader for 401k Plan of the year. The stock JJSF continues to help the Plan as usual.



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

Cebela's Inc. 401k (SP) Plan PSDS Scan 12-31-2012

This company headquartered in small Sidney, Nebraska 69160 is a large growth company that was a surprise to me. Next time I go to Omaha I need to stop and visit. Their stock CAB is very volatile but still managed to be over 5% of the Balanced portfolio. You don't see charts like this very often.