Only investment options marked as 5% of Plan assets in the SEC 401 11-k report are in the scan.
Friday, October 30, 2015
Thursday, October 29, 2015
Wednesday, October 28, 2015
Tuesday, October 27, 2015
PepsiCo Inc. 401k Plan PSDS Scan 12-31-2014
The Record Keeper and the Trustee this year are Fidelity according to the SEC 11-k Report. I used Fidelity funds for the Catagory funds in the SEC 11-k Report and WFSVF for the Stable Value fund.
Monday, October 26, 2015
Friday, October 23, 2015
Thursday, October 22, 2015
A PSDS 401k Portfolio Design Scan 12-31-2014
I hope to be able to design a 401k Plan every month. This is the first "October".
Wednesday, October 21, 2015
Ennis, Inc. 401k Plan PSDS Scan 12-31-2014
The Balanced portfolio and the Employee portfolio are almost exactly the same in this scan. That has never happened before. Interesting.
Tuesday, October 20, 2015
Monday, October 19, 2015
A Fantasy Football Portfolio PSDS Scan 12-31-2014
When I played football 60 years ago the same team played offense and defense mostly because it was cheaper. It's Monday morning and this portfolio helped get me off the bed and moving ......
After Breakfast I moved AGG to NG and made C a GIC.
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After Breakfast I moved AGG to NG and made C a GIC.
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Friday, October 16, 2015
Thursday, October 15, 2015
Sigma-Aldrich 401k Plan PSDS Scan 12-31-2014
In this scan the 401k portfolio includes only investment options with 5% or more of Plan assets.
Wednesday, October 14, 2015
Tuesday, October 13, 2015
PPG Industries 401k Plan PSDS Scan 12-31-2014
This company stock PPG has split several times recently making it difficult to sort out risk-reward issues, at least for me.
Monday, October 12, 2015
Tuesday, October 6, 2015
A Harry Browne 4 Option Portfolio PSDS Scan 12-31-2014
In the portfolio I used CHD for GLD. It has been better than gold for a long time in my opinion at least.
In the 10yr scan VIG was replaced by VDIGX (mutual fund for ETF) because VIG does not yet have 10yr market data.
Monday, October 5, 2015
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