Wednesday, December 31, 2014

A.T. Cross (Costa Inc.?) 401k PSDS Scan 12-31-2013

This grand old company has changed owners in recent times and I could not track down the APR data I need for a design scan that included the stock ATX. The SEC 11-k report data include employee holdings in company stock that are not in this scan.




Monday, December 29, 2014

CASS Information Systems 401k PSDS Scan 12-31-2013




If you are interested in the US Government 401k "TSP" Portfolio there is one in most 401k Plans if you look hard enough. I took a few minutes using the above scan to find a portfolio like the TSP plan but with CASS company stock added. The result shown here traded a few APR points for a greatly reduced STD which if you are in retirement is not such a bad idea.



Tuesday, December 23, 2014

Xmas 2014 Portfolio PSDS Scan 12-31-2013

Merry Christmas everyone. The last five years have been good and very good.

Wednesday, December 17, 2014

Flexsteel Industries 401k Plan PSDS Scan 12-31-2013

In the scan PBMSA is the Private Bond and Mortgage Account investment option.





Thursday, December 4, 2014

Merrill Lynch & Co. 401k Plan PSDS Scan 12-31-2013

This company is now part of Bank of America and the stock in the Plan is BAC.



Wednesday, December 3, 2014

Cigna Corp. 401k Plan PSDS Scan 12-31-2013

This company was founded in 1792 as an early if not the first insurance company in America. It is still in business and doing well as are hundreds of public companies 100 years old or more according to Standard & Poor's Capital IQ list. They are of particular interest to me and I invest in several of them but not Cigna which can be very volatile.