Monthly Archive:: December 2010

Happy New Year

The Roth holdings posted here have done well mostly as you see in the chart. I am taking the rest of the year off, Cheers.

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

This plan was not helped by company stock WY which is WYer in the scan because it conflicts with the postal symbol for Wyoming in my registry. The Balanced portfolio has no money in the stock and

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

This plan was helped by company stock NEE and the Balanced portfolio invested 5.1% of the portfolio in the stock. The employee portfolio invested 17.4% of their portfolio in the stock and a bit more in the

Harris Corp. 401k (RP) Plan PSDS Scan 12-31-2009

The Balanced portfolio for this plan has the lowest Sharpe ratio of the year SR = 0.45. The plan trustee is Northern Trust and only investment options that represent 5% or more of the plan are in

Great Plains Energy 401k (SP) PSDS Scan 12-31-2009

This plan year over year made a small improvement in Balanced portfolio returns. However, the plan grew from 27 to 38 investement options in the report and needs to eliminate a lot of dead wood in my

Morningstar In-Retirement Conservative Model Portfolio

This is one of two In-Retirement portfolios in a recent Morninstar online newsletter. Two of the investment options do not yet have 5yr data HARRX and HACMX and they were represented in the scan by PCRAX and

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

This company was founded in 1979 but only became a public company in 2007 after leaving NCR. The stock TDC does not yet have 5yr data and is not in the scan. The Balanced portfolio has money

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

This plan continues to be helped by comapany stock PX which now has a 5yr APR = 14.72% and the Balanced portfolio invested 7.0% of the plan in the stock. The employee portfolio invested 39.2% of their

AmerisourceBergen 401k Plan PSDS Scan 12-31-2009

This plan was helped by company stock ABC and it is one of the top 3 holdings of the Balanced portfolio which are the stable value fund FMIP2, the bond fund PTTRX and the stock. The employee

McKesson 401k Plan PSDS Scan 12-31-2009

This plan made major changes effective March 31, 2010 the date of the last SEC 11-k report. The Mutual Fund window was closed and the investment options reduced. This scan uses the SEC 11-k report data for