Air Methods Corp. 401k PSDS Scan 12-31-2013

The simple diversification ratio PDR is a tool that can be used to find investment options in a 401k Plan that increase diversification by focusing on investment options that are not highly correlated. These may not be options with the highest returns but the diversified portfolio returns can still be quite good. Here is an example for the Air Methods 401k Plan that increased the PDR from 0.16 to 0.384 while still holding company stock AIRM.



Edison International 401k Plan PSDS Scan 12-31-2013

Yum Brands 401k Plan PSDS Scan 12-31-13

This is a good 401k and the Employee portfolio with 47% invested in company stock YUM has a higher Sharpe ratio than the Balanced portfolio. That's too much of a good thing but if I were a young employee I would have more than 7% in company stock which is what the Balanced portfolio has invested in YUM. Here is the Employee portfolio asset allocation.

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

A "Harry Browne" Portfolio PSDS Scan 12-31-2013

This portfolio was used in a design study of a few of my Roth Ira holdings to compute the Portfolio Diversification Ratio PDR for different 4 option portfolios using 3yr, 5yr and 10yr Market Data.  They all had the same PDR ( 0.6 ) for these 3 periods.

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

The INTEL 401k Plan a few years ago had way to many options. The Scan this year shows I think a much improved 401k options line up that is more diverse. The stock has improved too.

Crown Castle International 401k PSDS Scan 12-31-2013

GenCorp Inc. 401k Plan PSDS Scan 12-31-2013

Brown Shoe Company 401k PSDS Scan 12-31-2013

Goodyear Tire & Rubber 401k PSDS Scan 12-31-2013

CenterPoint Energy 401k PSDS Scan 12-31-2013

Hub Group Inc. 401k Plan PSDS Scan 12-31-2013

InterDigital Inc. 401k Plan PSDS Scan 12-31-2013

The InterDigital 401k Plan has a better than average Employee portfolio asset allocation and it is featured in the scan posted today.

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

Quest Diagnostics Inc. 401k PSDS Scan 12-31-2013

This 401k Plan SEC 11-k report is at the category level. The portfolio in the scan is one I designed keeping in mind Fidelity is the Plan trustee.

Sherwin-Williams Co. 401k PSDS Scan 12-31-2013

This Plan continues to benefit from company stock SHW that is still doing very well but having over 75% of the Plan in company stock is a bit too much in my opinion. The employees invested 78% in the stock this year.