Monthly Archive:: March 2010

Apache 401k (SP) PSDS Scan 12-31-2009

The year over year change in the Balanced portfolio is a bit lower because there are many more funds with positive 5yr Sharpe ratios. That reduced the allocation to company stock APA which has a 5yr APR

Lincoln Electric 401k (ESP) Plan PSDS Scan 12-31-2009

Not a lot has changed in the Balanced portfolio year-over-year. Company stock LECO is still the largest employee holding and the Fidelity Managed Income Portfolio, a stable value fund, is still the largest holding in the Balanced

AZZ Inc. 401k (EBPT) Plan PSDS Scan 12-31-2009

This plan company stock AZZ has unusally high 5yr returns APR = 32.09% and volatility STD = 79.07%. It is the only plan I have seen with the bond fund MFBFX Sharpe ratio = 0.37 the same

Goodrich Rohr 401k (SP) Plan PSDS Scan 12-31-2009

This plan improved year over year and there are now 10 funds in the Balanced portfolio which has a 5yr APR =7.19%. The employee portfiolio on has only 6.5% invested company stock GR and that helped reduce

Cubic Corp. 401k (EPSP) Plan PSDS Scan 12-31-2009

This is the first scan for this plan and it was helped a little by company stock. The Balanced portfolio has 2.9% of the plan invested in company stock CUB and the employee portfolio has 1.4% invested

Intel 401k (SP) Plan PSDS Scan 12-31-2009

This is a large plan and like many had a bad 2008. The plan recovered nicely in 2009 although company stock still has a negative 5yr APR = -0.49 with off the chart volatility. The Balanced portfolio

Lockheed Martin 401k Plan PSDS Scan 12-31-2009

The last scan of the Lockheed Martin 401k was with 12-31-2008 data and the Balanced portfolio had a bit more invested in company stock which was down in 2009. The Balanced portfolio has 18.0% invested in the

World 20 ETF Portfolio PSDS Scan 12-31-2009

The balanced portfolio now has 19 country ETFs plus the emerging market ETF producing a positive 5yr return APR = 14.60%. The forecast standard deviation STD = 9.02% is low and the Sharpe ratio 1.33 is not

Dress Barn 401k (SP) Plan PSDS Scan 12-331-2009

This plan has improved year over year but the Balanced portfolio has not changed much. The Balanced portfolio 5yr return APR = 5.92 is about the same but there are now 12 options in the portfolio and

General Dynamics 401k (SSIP) Plan Scan 12-31-2009

Not a lot has changed since the last scan for the General Dynamics plan. The Balanced portfolio has invested 3.8% in the stock GD and most of the money 73% is in the GIC. The employee portfolio