Happy New Year
Thursday, December 31, 2015
Tuesday, December 22, 2015
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.
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.
Monday, December 21, 2015
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.
Thursday, December 17, 2015
Wednesday, December 16, 2015
Monday, December 14, 2015
Friday, December 11, 2015
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.
Tuesday, December 8, 2015
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.
Friday, December 4, 2015
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.
Thursday, December 3, 2015
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