Monthly Archive:: September 2010

A SharpeStockPortfolio PSDS Scans 12-31-2009

3 Year Period 5 Year Period 10 Year Period One of the benefits of scanning company 401k plans is finding what I call SharpeStockPortfolios that have positive 3yr, 5yr and 10yr Sharpe ratios. There are more of

FMC Technologies 401k (SIP) PSDS Scan 12-31-2009

This plan was definitely helped by company stock FTI and the Balanced portfolio invested 9.2% of the plan in the stock and the employee portfolio had 51.4% in the stock. Thats too much but the employees of

Colgate-Palmolive 401k (SIP) PSDS Scan 12-31-2009

The last scan for the Colgate-Palmolive plan was 6-31-2008 just before the 2008 crash began to change everthing. I only posted the 2D scan image back then and it is worth looking at if you have the

National Oilwell Varco 401k (RSP) PSDS Scan 12-31-2009

The plan was helped by company stock NOV but it is volatile as the correlation chart shows. The Balanced portfolio had 6.2% of the portfolio in the stock and the top holding PTTRX had 28.0% invested in

Tyco International 401k (RSIP) PSDS Scan 12-31-2009

This plan was not helped by company stock TYC and the Balanced portfolio invested most of the plan in a GIC and interest bearing cash SIGVX in the scan. The employee portfolio’s largest holding on 12-31-09 was

FMC Corp. 401k (SIP) Plan PSDS Scan 12-31-2009

The Balanced portfolio invested 11.0% of this plan in company stock FMC and the employee portfolio has 35.2% in company stock. Normally I would say thats way too much but FMC was one of the first Patran

Lubrizol 401k (PSSP) Plan PSDS Scan 12-31-2009

This plan was helped by company stock LZ and the Balanced portfolio has 7.4% of the plan in the stock and the employee portfolio has 18.5% invested in the stock. I have owned the stock in the

Dominion Resources 401k (SSP) Plan PSDS Scan 12-31-2009

The Balanced portfolio for this plan has company stock D as its second largest holding and the bond fund MIIDX as its largest holding. The plan has no stable value fund or money market fund and continues

General Growth Properties 401k (SP) PSDS Scan 12-31-2009

I design Balanced portfolios for 401k plans to demonstrate that over 5yr periods all plans with SEC 11-k reports that I have scanned have a portfolio with a positive 5yr return. That even includes plans for companies

Zep Inc. 401k Plan PSDS Scan 12-31-2009

The company stock ZEP does not have 5yr data and is not in the scan. There were a few changes in the plan investment options but the result is still a lifeboat Balanced portfolio with the two