Scotts Miracle-Gro 401k PSDS Scan 12-31-2013

Stanley Black & Decker 401k PSDS Scan 12-31-2013

Harley-Davidson 401k Plan PSDS Scan 12-31-2013

The Harley-Davidson SEC 11-k report shows company stock HOG is the largest 401k holding by far but the stock is held in a Master Trust ESOP as I read the report.

Newell Rubbermaid 401k PSDS Scan 12-31-2013

BB&T Corp. 401k Plan PSDS Scan 12-31-2013

A Small Diversified Portfolio Scan12-31-2013

I was working on an enhancment to our software design tool today and this scan was the last test of the day and I liked the 5yr scan results.  All 5 stocks in the scan are for 100 year old or more public companies; KO, IBM, XOM, CHD and UNP. The source for the historical stock list is Standard & Poor's Capital IQ posted on the web.

Xerox Business Services 401k Plan 12-31-2013 PSDS Scan

Bank of New York Mellon 401k PSDS Scan 12-31-2013

Citigroup 401k Plan PSDS Scan 12-31-2013

Procter & Gamble 401k Plan PSDS Scan 12-31-2013

Snap-on Inc. 401k Plan PSDS Scan 12-31-2013

This 401k Plan has good to very good investment options but is not well diversified. The Portfolio Design Ratio is very small, PDR = 0.09, and the Balanced portfolio volatility doubles when corrected for covariance.  Even so the Balanced Portfolio
APR = 16.64% and a PSR = 1.64 for the last 5yrs is great. 

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

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

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

Hartman International Industries 401k PSDS Scan 12-31-2013

Southern Company 401k Plan PSDS Scan 12-31-2013

This is the first 401k Plan scanned with a Portfolio Diversificattion Ratio PDR = 1.0

This scan used LQD for the money market fund. When you use a money market fund the Balanced portfolio invests nothing in the money market fund and the PDR drops a bit to PDR = 0.80 which is still very good and the APR goes up to 12.54% with a small drop in PSR the portfolio Sharpe ratio. Here is a 3D image of the PSDS design scan with VMVXX for the money market fund.

Time Warner Inc. 401k PSDS Scan 12-31-2013

In the scan the Blackrock Extended Equity Trust Fund is represented by the Dow Jones US Completion TSM Index which in the scan is DWCPT.