Last Scan of 2015 Portfolio PSDS Scan 12-31-2014

Happy New Year

Walmart 5% of Plan Portfolio PSDS Scan 12-31-2014

If you have read TechNote 2015-3 you know that 401k-menu size is something that I want to better understand. The Walmart 401k Plan has 17 investment options in their SEC 11-k report. It was scanned and posted on this blog September 17, 2015. I also posted a scan of the 5% of Plan portfolio for Walmart Puerto Rico employees. That portfolio scan has only 5 investment options: WMT, IWB, ACWI, PDBAX and PTTRX.

I did not notice in the September post the obvious; the 5% of Plan portfolio with only 5 investment options was better diversified than the portfolio with 17 options. It also had a better 5yr return with less volatility. I ran another scan of the 5% of Plan portfolio today with very similar results. They indicate smaller portfolios often are better than larger and many employees are investing in the 5% of Plan portfolio.



A General Motors 401k Portfolio PSDS Scan 12-31-2014

This Scan does not include Target Date Funds or GM stock which does not have 5yr Market data just yet in my database. 

Valero Energy 401k Plan PSDS Scan 12-31-2014

Diversified ETF & Stock Portfolio PSDS Scan 12-31-2014

A SSgA SPDR Core ETF Portfolio PSDS Scan 12-31-2014

A Harry Browne Portfolio PSDS Scan 12-31-2014

The Harry Browne portfolio is conservative and for those who are more conservative than myself this PSDS 10-yr market data scan may be of interest.

A Roth Portfolio PSDS Scans 12-31-2014

The 3, 5 and 10 year PSDS scans for this Roth portfolio are a different format from the usual 3 format scan reports that have a 2D risk-reward chart and a correlation chart.  

Southwestern Energy Co 401k Plan PSDS San 12-31-2014

This is not a 100 yr old company and it illustrates a 401k Plan for a good company with a poorly performing stock the last 5 years.  The Employee portfolio 5yr performance is not too bad.

The above graphic is mis-labeled, the "Uniform" portfolio is the Employee portfolio.

Campbell Soup 401k Plan PSDS Scan 12-31-2014

Sharpe-Dow Stocks Portfolio PSDS Scan, ELS IRA&Roth Portfolio Scan 12-31-2014

These Dow stocks all have Sharpe ratios greater than 1.0

Sonic Corp. 401k Plan PSDS Scan 12-31-2014

MetLife, Inc. 401k Plan PSDS Scan 12-31-2014

Arizona ASRS 457 Plan PSDS Scan 12-31-2014

FMC Corp. 401k Plan PSDS Scan 12-31-2014

2015 Current IRA Portfolio 12-31-2014 PSDS Scan

A "Harry Browne" Portfolio PSDS Scan 12-31-2014

In this "Harry Browne" portfolio gold was replaced with a US company well over 100 years old that performs better in all 4 market disasters than gold, Church & Dwight CHD.