Wednesday, December 31, 2014

A.T. Cross (Costa Inc.?) 401k PSDS Scan 12-31-2013

This grand old company has changed owners in recent times and I could not track down the APR data I need for a design scan that included the stock ATX. The SEC 11-k report data include employee holdings in company stock that are not in this scan.




Monday, December 29, 2014

CASS Information Systems 401k PSDS Scan 12-31-2013




If you are interested in the US Government 401k "TSP" Portfolio there is one in most 401k Plans if you look hard enough. I took a few minutes using the above scan to find a portfolio like the TSP plan but with CASS company stock added. The result shown here traded a few APR points for a greatly reduced STD which if you are in retirement is not such a bad idea.



Tuesday, December 23, 2014

Xmas 2014 Portfolio PSDS Scan 12-31-2013

Merry Christmas everyone. The last five years have been good and very good.

Wednesday, December 17, 2014

Flexsteel Industries 401k Plan PSDS Scan 12-31-2013

In the scan PBMSA is the Private Bond and Mortgage Account investment option.