Monthly Archive:: July 2009

Watson Pharmaceuticals 401k Plan 12/31/2008

Another “lifeboat’ Balanced portfolio with 92.9% invested in the stable value fund VRST in the scan. Vanguard’s Retirement Savings Trust (VRST) has a very high Sharpe ratio of 9.3. The employee portfolio also has VRST as its

NY Times 401k (RIP) Plan PSDS Scan 12/31/2008

This plan has no money in company stock, NYT, which is good. However, the employee portfolio as of 12/31/2008 had almost no money in the Vanguard Prime Money Market Fund, VMMXX, which was not so good. The

Quest Diagnostics 401k (PSP) PSDS Scan 12/31/2008

This plan was helped by company stock, DGX, and it is the largest employee investment as of 12/31/2008. The plan also has a good stable value fund, Fidelity Managed Income Portfolio, FMIP in the scan. The so

Key Corp 401k (SP) Plan PSDS Scan 12/31/2008

The largest employee investment in this plan as of 12/31/2008 was company stock, KEY. It had a negative 5yr APR of -17.37%. The employee portfolio 5yr APR return was -2.95%. The plan is small with a stable

Legg Mason 401k (PSP) Plan PSDS Scan 12/31/2008

This plan has Legg Mason funds and a few popular mutual funds. The plan was not helped by company stock, LM, which has a 5yr APR of -14.38%. The Balanced portfolio is invested mostly in the money

Emerson Electric 401k (RSP) PSDS Scan 12/31/2008

Effective April 2008 Vanguard became the trustee of the plan and most of the funds are now Vanguard funds. The plan stable value fund was represented by FUNDG in the scan. The two Capital Guardian funds in

Portfolio Design Scan Visitor Map 2009

The map is similar to the 2008 which shows the last 500 visitors. Most are individuals but about a third are from financial services firms and about 10% are from government agencies here an abroad. As of

Goodyear Tire & Rubber 401k PSDS Scan 12/31/2008

Another plan hurt by company stock and the 2008 market. The result is a so called Balanced portfolio invested 100% in the GIC option. The employees as of 12/31/2008 had 54.1% invested in the GIC option and

Stanton & Castleton IRA PSDS Scan 6/30/2009

I rebalance after the 6/30/2009 data become available and I do not have a “lifeboat” portfolio asset allocation. In fact the Balanced portfolio and the actual are significantly different as you can see here. The big differences

PPG Industries 401k (ESP) Plan PSDS Scan 12/31/2008

This is a small plan hurt by company stock, PPG. The Balanced portfolio is invested in the stable value fund (87.1%) and the money market fund (12.9%). The employee portfolio as of 12/31/2008 had 32.5% of their