The US Government TSP 401k Plan is a benchmark for many and I ran a PSDS stress test for the Core Funds G,F,C,S,I,L this morning for comparison purposes. It is a design tool and nothing more.
Saturday, September 26, 2015
Tuesday, September 22, 2015
Monday, September 21, 2015
Friday, September 18, 2015
Thursday, September 17, 2015
Tuesday, September 15, 2015
DaVita Inc. 401k Plan PSDS Scan 12-31-2014
About the only reason I do not own this stock is it's only 25 yrs old. Not a very good reason for most.
Monday, September 14, 2015
A Design Diversified Stock Portfolio Scan 12-31-2014
I currently own all but two of these stocks and hope to own them all by year end.
Friday, September 11, 2015
Thursday, September 10, 2015
Wednesday, September 9, 2015
Ball Corp. 401k Plan PSDS Scan 12-31-2014
This 401k Plan scan has an employee portfolio with a higher Sharpe ratio than the Balanced portfolio. Interesting.
Tuesday, September 8, 2015
Saturday, September 5, 2015
US Thrift Savings Plan Returns YTD 2015
I took a look at the TSP web site www.tsp.gov this morning after a bad week in the market to see how they were doing. We are all in the same boat.
Friday, September 4, 2015
Prudential Financial 401k Plan PSDS Scan 12-31-2014
This scan includes only investment options that are 5% or more of Plan assets. In the scan the QMA U.S. Broad Market Index Fund is represented by the S&P 1500 Total Market Index S&P.TMI in the scan.
Thursday, September 3, 2015
ALLEGION PLC 401k Plan PSDS Scan 12-31-2014
This 401k Plan is for the US Employee's of an Irish PLC whose NYSE stock symbol is ALLE. It does not yet have 5yr data. The PSDS scan was a "Green Swan" for me in that it has almost no diversification PDR = 0. but the portfolio produced a "TSP" like portfolio that is very interesting to an old retiree.
I took a quick look at a 3yr and 10yr scan ....
Wednesday, September 2, 2015
Tuesday, September 1, 2015
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