Monthly Archive:: July 2010

Range Resources 401k Plan PSDS Scan 12-31-2009

The Range Resources Balanced portfolio was helped by company stock RRC again this year although like other natural gas companies the great 2009 returns were not as great as 2004 and the 5yr APR was down a

Quicksilver Resources 401k PSDS Scan 12-31-2009

This company trades natural gas assets and its stock KWK is very volatile as seen in the 2D scan chart. It has a PE over 100 and in the trailing 12 months had earnings of 12 cents

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

The Wellpoint plan improved a bit year over year. Company stock WLP 5yr annualized return went down even though it had a very good 2009 because 2004 was even better. The Balanced portfolio now has 14 investment

Reynolds American 401k (CIP) PSDS Scan 12-31-2009

This plan was helped by company stock RAI and the Balanced portfolio has 4% of the portfolio in the stock. The employee portfolio has 6.2% in the stock and in both portfolios the GIC is the largest

Moody’s 401k (PPP) Plan PSDS Scan 12-31-2009

The Moody’s 401k plan Balanced portfolio has improved thanks to 2009 but the company stock MCO still has a negative 5yr return. The employee portfolio has 6.5% of their money in the stock which did not help.

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

The Alliant Energy plan was helped again this year by company stock LNT and the Balanced portfolio invested 4.1% of the plan in the stock. That portfolio has a 5yr APR = 7.27% with a positive Sharpe

State Street 401k (SSP) Plan PSDS Scan 12-31-2009

The State Street plan improved a bit over last year but the company stock STT is still not in the Balanced portfolio. The investment options are overloaded with SSgA target date retirement funds and in the scan

United States Steel 401k (SF) Plan PSDS Scan 12-31-2009

This plan was not helped by company stock X which has very high volatility and it is not in the Balanced portfolio. The plan has several investment options including a stable value fund FMIP2 in the scan

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

Pfizer is a great American company but its stock PFE has not done well in recent years and is not in the Balanced portfolio. The Balanced portfolio has improved over last year and has a few more

Edwards Lifesciences 401k (SIP) PSDS Scan 12-31-2009

The Edwards Lifesciences plan was helped by company stock EW which had a good 2009 and 2008. The Balanced portfolio invested 12.5% of the plan in the stock. I was not able to sort out the employee