Thursday, November 27, 2014
Wednesday, November 26, 2014
Tuesday, November 25, 2014
Monday, November 24, 2014
Friday, November 21, 2014
Thursday, November 20, 2014
Legg Mason. Inc. 401k Plan PSDS Scan 12-31-2013
Effective Jan 1, 2014 the Plan trustee LMIC resigned and was succeded by Bank of America Merill Lynch and the Plan renamed The Legg Mason 401k Plan. The SEC 11-k report was hard to parse into an employee portfolio and a uniform portfolio was used in the PSDS scan.
Wednesday, November 19, 2014
Tuesday, November 18, 2014
Monday, November 17, 2014
Friday, November 14, 2014
Westinghouse Air Brake Technologies 401k PSDS Scan 12-31-2013
This company 401k Plan was last years Top 401k Plan posted on this blog. The stock continues to boost the Plan's performance and I do own this stock.
Thursday, November 13, 2014
Wednesday, November 12, 2014
Thursday, November 6, 2014
Wednesday, November 5, 2014
A US government 401k Plan PSDS Scan 12-31-2013
This US Government TSP 401k portfolio has 7 fund options and is part of a study I am doing to show that very similar 7 fund portfolios can be designed using other funds.
Thanks to a little help from Morningstar I found a Fund G proxy (VFISX) and one for Fidelity (FSBAX) but I have not yet found one for T. Rowe.
Thanks to a little help from Morningstar I found a Fund G proxy (VFISX) and one for Fidelity (FSBAX) but I have not yet found one for T. Rowe.
PLEASE NOTE THIS IS A WORK IN PROGRESS AND CHANGES CAN HAPPEN
Tuesday, November 4, 2014
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