Monthly Archive:: April 2010

CVS Caremark 401k Plan PSDS Scan 12-31-2009

The year-over-year Balanced portfolio 5yr return is down slightly as was company stock CVS. The 3D scan has more investments than last year and is more focused as the pull of company stock is smaller. Market improvements

Goldman Sachs 401k Plan PSDS Scan 12-31-2009

The Balanced portfolio has many more investments this year compared to last year and to my eye the 3D image is healthier. Company stock GS bounced back in 2009 (+101.9%) and the 5yr APR is now 11.2%

Bristol-Myers Squibb 401k (SIP) PSDS Scan 12-31-2009

The Balanced portfolio improved a little year-over-year but not much. It is still a lifeboat portfolio with 56.2% of the plan invested in the GIC and 22.2% in the money market fund FRTXX. Company stock BMY impoved

State of Nebraska 457 (DC) Plan PSDS Scan 12-31-2009

The Nebraska plan uses TIAA-CREF and Fidelity investments in the following catagories and in the design scan I used Fidelity funds, Money Market : FRTXXStocks (Equities) : FLPSX, FDGRX, FBALXBonds (Fixed Income) : FGMNX, FGOVX, FBIDX Guaranteed

State of Florida 457 (DC) Plan PSDS Scan 12-31-2009

The State of Florida 457 plan has a Balanced portfolio 5yr APR = 4.89 with a very good Sharpe ratio of 1.80. The plan web site has mutual fund details and the 3 SMA funds were repesented

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

This plan was again helped by company stock MON but not as much as last year. The Balanced portfolio 5yr APR= 6.16% and company stock 5yr APR = 25.22% are lower than last year but they are

Aflac 401k (PSP) Plan PSDS Scan 12-31-2009

The Balanced fund has improved year over year with the very positve 2009 market. The employee portfolio still has over 50% of their money in company stock AFL which is still way too much for a retiree

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

There is year over year improvement in the Balanced portfolio but company stock BGP is still not in the scan for obvious reasons. The Balanced portfolio has a 5yr APR = 5.12% with low volatility STD =

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

Year over year the plan and company stock BEC have improved. The Balanced portfolio now includes most of the plan funds. The employee portfolio and the Balanced portfolio have the stable value fund FUNDG in the scan

Brunswick 401k (RSP) Plan PSDS Scan 12-31-2009

This company stock BC is still a long way from being in the Balanced portfolio. It did have a good 2009 but a 5yr return of -22.66% is not good. Year-over-year the Balanced portfolio more than doubled