Friday, September 6, 2013
Cimarex Energy 401k Plan PSDS Scan 12-31-2012
This 401k Plan now has Vanguard as trustee and the portfolio is OK but they left out the total return bond fund which is in almost all 401k plans, either PTTRX or VBMFX in this 401k Plan. If you add that one fund to the 401k Plan portfolio the Balanced Portfolio 5yr APR goes up from 3.88% to 4.34% and the volatility goes down.
Thursday, September 5, 2013
Tuesday, September 3, 2013
Dow Jones 30 Stocks Portfolio Scan 12-31-2012
The Dow Jones 30 Stocks Portfolio was scanned last year with 12-31-2011 Market Data. The scan this year has UnitedHealth Care which replaced Kraft Foods in the Dow last year and the scan uses 12-31-2012 Market Data.
Saturday, August 31, 2013
Northrop Grumman 401k (FSSP) PSDS Scan 12-31-2012
The Northrop Grumman 401k (FSSP) Plan now has Target Date Retirement investment options. The Retirment Income option is NGTRP "Target Retirement Path" in the Scan and NG2020, NG2030, and NG2040 are also in the Scan. NG2050 does not yet have 5yr Market Data.
Friday, August 30, 2013
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