Home Depot 401k Plan PSDS Scan 12-31-2014

Paychex Inc. 401k Plan PSDS Scan 12-31-2014

This year the Paychex, Inc. 401k Plan scan is for the 5% of Plan options from the SEC 11-k report. It is better diversified than the whole plan which has many Target Date Funds that are highly correlated.  

General Mills 401k Plan PSDS Scan 12-31-2014

A Four Fund RJF 401k Plan PSDS Scan 12-31-2014

Cummins Inc. 401k Plan PSDS Scan 12-31-2014

Bristol-Meyers Squibb 401k PSDS Scan 12-31-2014

A Final Four Retirement Portfolio PSDS Scan 12-31-2014

The portfolio is a stock index fund, a bond index fund, a global fund and a 169 year old stock.

Mead Johnson Nutrition 401k Plan PSDS Scan 12-31-2014

Unilever U.S., Inc. 401k Plan PSDS Scan

World 20 ETF Portfolio PSDS Scan 12-31-2014

My penance for having thought this portfolio would make a good investment index is to scan the portfolio every few years and publish the results on St. Patrick's Day. In the last 5 years EWZ has gone from best to worst, the portfolio PDR = 0.01 is not so good. The 5yr Balanced portfolio performance at APR = 6.62, STD = 7.78, PSR = 0.85 was trounced by the Ave Maria Growth Fund's APR = 15.57, STD = 14.63, PSR = 1.05.

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

This 401k Plan is engaged in several ongoing lawsuits brought by various employee groups.

The WSJ this morning in a column by Barry Kaplan mentioned that the simplest portfolio (stocks & bonds) could be just two Vanguard funds a total world stock (VTI) and a total bond (BND). My minimum would be four like IVV, BND, SGENX and CHD.

Bank of America 401k Plan PSDS Scan 12-31-2014

This scan includes all of the investment options with 5% or more of the Plan plus a few Target Date Funds and other large employee holdings.

Procter & Gamble Comm. Co. 401k PSDS Scan 12-31-2014

This year the Scan is for the Procter & Gamble Commercial Company employees 401k.

This a small Plan but well designed and it has no Target Date Funds.

Disney 401k Plan PSDS Scan 12-31-2014

This year the scan is for the Disney hourly employees.

Public Storage 401k Plan PSDS Scan 12-31-2014

A WSJ Portfolio Published Today PSDS Scan 12-31-2014

This portfolio published by the WSJ today 3-9-2015 in a column by Ms. Shefali Anand.

It was designed by Bert Whitehead and is very well diversified, PDR = 1.13, which got my attention.

A Diversified Portfolio Design Q! 12-31-2014