Friday, July 5, 2013

Acuity Brands 401k (RP) Plan PSDS Scan 12-31-2012




In the Scan AGG is the Benchmark for the SSgA Passive Bond Market Trust.

Wednesday, July 3, 2013

Applied Industrial Technologies 401k PSDS Scan 12-31-2012



This is another Cleveland company where I went to graduate school at CWRU. I ran a ReBalanced scan for one of them to show how to use PSDS to increase their return and Sharpe ratio using only funds in the Plan.


Tuesday, July 2, 2013

Intel Corp. 401k (SP) Plan PSDS Scan 12-31-2012




Intel has a new 401k Plan with fewer options ( less complexity ) and new Trustees, State Street assisted by Fidelity. About one half the options are Common collective trust funds mostly from BlackRock who provide the options for the US Government 401k Thirft Savings Plan. In the scan Fund F market data from that Plan were used for the BlackRock US Debt Index Fund F.