Friday, October 2, 2015
A T.Rowe Price 401k Portfolio PSDS Scan 12-31-2014
This portfolio scan is for a privately held company 401k retirement plan. In the scan the T. Rowe Price Health Sciences fund PRHSX was the top performer the last 5 years. The portfolio is not well diversified (PDR = 0.02) which doubled the STD risk but the APR return was well above average.
Thursday, October 1, 2015
Saturday, September 26, 2015
US Gov TSP Core Funds Stress Test 12-31-2014
The US Government TSP 401k Plan is a benchmark for many and I ran a PSDS stress test for the Core Funds G,F,C,S,I,L this morning for comparison purposes. It is a design tool and nothing more.
Tuesday, September 22, 2015
Monday, September 21, 2015
Friday, September 18, 2015
Thursday, September 17, 2015
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