Monthly Archive:: February 2010

BRK Top 15 Stocks PSDS Scan 12-31-2009

Another fan of Warren Buffet, Brandon Rowley, recently posted the top 15 partially owned companies of Berkshire Hathaway. It excludes companies like See’s that are fully owned by BRK. All but one of the 15 stocks (PG)

American Express 401k (RSP) PSDS Scan 12-31-2009

This plan was not helped by company stock AXP which had a 5yr APR = -2.28 even though the average 5yr APR was 14%. As a retiree volatiliy is always on my mind. The scan included only

Unilever NV 401k Plan PSDS Scan 12-31-2009

This plan has few options but a large collection of GICs represented by the index GIC.ekx in the scan. The Balanced portfolio has 70.6% of the money in the GIC, 19.8% in PTTRX and 6.5% in company

Total Petrochemicals USA 401k PSDS Scan 12-31-2009

This plan Balanced portfolio has 41.4% invested in the stable value fund FMIP2 in the scan and 20.2 % in the bond fund PTTRX. It also has money invested in 10 other options shown in the 3D

State of Utah 401k (URS) Plan PSDS Scan 12-31-2009

This plan consists of 11 SMA funds and a group annuity. The scan included the 11 funds which are well documented for participants at http://www.urs.org/. The Balanced portfolio invested 67% of the plan in the income fund

Becton Dickinson 401k (SIP) Plan PSDS Scan 12-31-09

This company did well in 2009 but not as well as 2004 and their 5yr perfomance is down. In this scan the Balanced portfolio invested 32.7% of the plan in BDX and 54.0% in the short term

ESURANCE 401k Plan PSDS Scan 12-31-2009

This company is a subsidiary of White Moutains Insurance and the stock in the plan is WTM. The Balanced portfolio largest holding is the stable value fund at 62.5% of the plan repesented by the index SVF.hpx

FOX 401k (IP) Plan PSDS Scan 12-31-2009

This company is owned by NEWS Corp. and company stock in the plan is NWSA. The scan included only investments that represent 5% or more of the plan. The Balanced portfolio has 87.4% of the plan invested

Terra Industries 401k (SIP) Plan PSDS Scan 12-31-2009

This company stock TRA is way off the chart but with a small positive 5yr Sharpe ratio. The Balanced portfolio has 4.2% of the plan in the stock and the largest holding is a Wells Fargo stable

SAIC 401k (RP) Plan PSDS Scan 12-31-2009

This scan includes a Vanguard stable value fund VRST that was not in the 2008 scan. The Balanced portfolio has over 10 funds in the portfolio and the stable value trust is the largest holding. The largest