Phillips 66 401k Plan PSDS Scan 12-31-2014

Company stock PSX is the largest holding in the Plan but only has only 3 years of market data and is not in the scan. Conoco Phillips stock COP is also in the 401k Plan and is in the scan. Interesting.

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

A Design Diversified ETF Portfolio PSDS Scan 12-31-2014

Fidelity National Information Services 401k Plan Scan 12-31-2014

Company stock FIS was removed from the 401k Plan in 2011 and is not in this scan.

If it were in the scan the Balanced portfolio APR would increase about 0.5% and the portfolio diversification ratio PDR would decrease slightly.

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

A Berkshire Hathaway Portfolio PSDS Scan 12-31-2014

There are many who track what stocks Berkshire Hathaway has in their portfolio. One of them is CNBC and they are the source of the data for this design scan. In the scan are the portfolio's 15 largest holdings; Wells Fargo WFC, Coca Cola KO, and so on.

The actual Berkshire Hathaway allocation to stocks in this portfolio produces a 5yr return and risk about the same as the uniform portfolio, namely APR = 14.52, STD = 8.67 and Sharpe ratio PSR = 1.67.

A "TSLA" Fidelity 401k Plan PSDS Scan 12-31-2014

This company just opened a charging station near where I live and that got my attention. I believe Fidelity is their 401k plan trustee and the Fidelity options in the scan were my picks for a simple but well diversified portfolio, PDR = 0.60.

The company stock TSLA does have 3yr data and I could not resist running a scan with 3yr Market data.

Roper Industries 401k Plan PSDS Scan 12-31-2014

This 401k Plan scan is based on the last SEC 11-k filing which was in 2009.  I believe that ROP company stock is still in the Plan but in an Empolyee stock ownership account hence no 11-k report is required. In the scan the High Return Equity Fund is VYM from Vanguard. Other wise the plan options are the same as the 2009 SEC-11-k options.

Kinder Morgan 401k Plan PSDS Scan 12-31-2014

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

My 2000 Bad News Portfolio Revisited PSDS Scan 12-31-2014

In the year 2000 at UCLA I had a stem cell transplant that saved my life. This is the portfolio I put all my 401k Plan money in just before the procedure. At that time I had no way to measure diversification just a general notion of what it was supposed to do. That was 15 years ago this month.

My Retirement Portfolio Bar Chart Today 8-12-2015

Mr. Market is a very nervous fellow as someone in Omaha once said. This chart is for investment options in my retirement portfolio as of YTD  this morning 8-12-2015. It is not a design scan .... but the investment options were selected using design scans.  

They are doing just fine .. better than Mr. Market.  Well not UNP but I still like the stock. 

CDI Corp 401k Plan PSDS Scan 12-31-2014

Simon Property Group 401k PSDS Scan 12-31-2014

Dun & Bradstreet Corp. 401k Plan PSDS Scan 12-31-2014

Mondelez International 401k Plan PSDS Scan 12-31-2014

Toronto-Dominion Bank 401k Plan PSDS Scan 12-31-2014

This scan includes only the investment options that are 5% or more of Plan assets. In the scan the stable value fund is WFSRF.

Charles Schwab 401k Plan PSDS Scan 12-31-2014