GE Retirement Savings Plan PSDS Scan 7-31-2015

The PSDS Scan this year does not include Target Date Funds. They are described in the SEC 11-k report.

GE The Software Start-Up

The Sunday Business section of the New York Times published the picture below with the caption G.E., the Software Start-Up .... very interesting.

A 2008 Study Portfolio PSDS Scan 12-31-2008

In this study I looked at the 2008 market crash using  5yr 12-31-2008 5yr Market data. The study shows that one good stock can be enough if the  portfolio has just three basic index funds; AGG, DIA, and SPY.  That's not a surprise because the Balanced portfolio has all the money in CHD and AGG. The uniform portfolio return drops to the AGG return as the scanner graphic shows. More interesting 2008 portfolios are next.

Colgate-Palmolive Co. 401k Plan PSDS Scan 7-31-2015

COSTCO 401k Portfolio PSDS Scan 7-31-2015

A Small Diversified Stock Portfolio Design 7-31-2015

This portfolio is part of another study ....

If you remove GIS from the portfolio PDR increases to 1, interesting. Smaller is better.

A Roth Portfolio PSDS Design Scan 12-31-2015

I own all the investments in this Roth Portfolio.

RJF Retirement Portfolio PSDS Scan 7-31-2015