Monday, March 31, 2014
Friday, March 28, 2014
Norfolk Southern 401k Updated Scan 12-31-2013
This Scan uses the 12-31-2013 Market data that was not available in January. I just want to update the 3D scan to show the large difference when 2008 data are not in the 5yr period scanned.
Thursday, March 27, 2014
Monday, March 24, 2014
Friday, March 21, 2014
Wednesday, March 19, 2014
A Diversified Roth Portfolio PSDS Scan 12-31-2013
This is an actual Roth portfolio that was designed to use diversification to reduce the volatility risk of the portfolio. It is described in a Technical Note I am working on that will be posted this summer.
This is the same portfolio scanned with 10yr Market data.
This is the same portfolio scanned with 10yr Market data.
Monday, March 17, 2014
Friday, March 14, 2014
Thursday, March 13, 2014
General Mills 401k Plan PSDS Scan 12-31-2013
Effective January 1, 2013 the 401k Plan added Target Date Retirement Funds that in the Scan are represented by BlackRock Target Date Funds. I found no employee asset allocation data this year.
Tuesday, March 11, 2014
Monday, March 10, 2014
Friday, March 7, 2014
Thursday, March 6, 2014
Monsanto 401k Plan PSDS Scan 12-31-2013
This Plan's SEC 11-k report is still difficult to read for the Employee asset allocation and as in previous years the Employee portfolio is on a best efforts basis.
Wednesday, March 5, 2014
Tuesday, March 4, 2014
Disney 401k Plan PSDS Scan 12-31-2013
The last 5 years have helped this plan too in fact the Employee portfolio looks better than the Balanced portfolio and that does not happen often.
As you can see the Employee portfolio is a little heavy on Disney stock but less than 25% and is definitely not a bipolar portfolio.
Monday, March 3, 2014
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