Wednesday, April 30, 2014
Tuesday, April 29, 2014
Friday, April 25, 2014
Computer Sciences MAP 401k Plan PSDS Scan 12-31-2013
The portfolio in the Scan has only the funds that are 5% or more of the Plan assets. In the Scan DWCPT is the Mellon Bank Daily Market Completion Fund for which I have market data. VFINX is a proxy for the other Mellon Bank fund in the 5% portfolio.
Thursday, April 24, 2014
Wednesday, April 23, 2014
Union Pacific 401k Plan PSDS Scan 12-31-2013
The Union Pacific 401k Plan performance the last 5 years has been amazing. The Employee Portfolio outperformed the Balanced portfolio during those 5 years and that almost never happens.
In this busy chart I noticed that the Employee Portfolio Sharpe ratio shown should have been PSR = 4.54 not 2.13 which is the Balanced portfolio PSR.
In this busy chart I noticed that the Employee Portfolio Sharpe ratio shown should have been PSR = 4.54 not 2.13 which is the Balanced portfolio PSR.
Monday, April 21, 2014
Friday, April 18, 2014
Thursday, April 17, 2014
Wednesday, April 16, 2014
Tuesday, April 15, 2014
The CoffeeHouse Vanguard Portfolio Scan 12-31-2013
There are several CoffeHouse portfolios on the Web. This one was posted at assetbuilder.com and was interesting to me. The 5 yr 12-31-2013 scan shows it is well diversifed. The 10 yr scan like everthing else shows the impact of 2008.
AbbVie Inc. 401k Plan PSDS Scan 12-31-2013
This company stock ABBV was created by Abbott Laboratories and the stock in the 401k Plan is ABT, interesting.
Monday, April 14, 2014
Hanesbrands Inc. 401k Plan PSDS Scan 12-31-2013
This Plan's SEC 11-k report only shows employee investmemt options at the category level. In the design scan category index funds were used.
Friday, April 11, 2014
Thursday, April 10, 2014
Wednesday, April 9, 2014
Tuesday, April 8, 2014
Monday, April 7, 2014
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