Monthly Archive:: February 2011

IBM 401k Plan PSDS Scan 12-31-2010

The IBM plan Balanced portfolio was helped by company stock IBM and it invested 4.3% of the portfolio in the stock. The employee portfolio invested 6.0% in the stock as shown in the 3D scan image. This

Southwestern Energy 401k (SP) PSDS Scan 12-31-2010

This plan Balanced portfolio continues to be helped by company stock SWN although it is one of the most volatile stocks around. It had a bad year in 2010 and till has a positive 5yr Sharpe ratio.

A Hewitt 401k Index Portfolio PSDS Scan 12-31-2010

The Hewitt Index historical asset allocation posted on the Web for August 2010 was used for this portfolio design scan. All 13 catagories in the index were represnted by investement options from the 249 401k plans that

Range Resources 401k Plan PSDS Scan 12-31-2010

Every year this plan is helped by company stock RRC and I try add it to my Sharpe stock portfolio but it is just too volatile for an old retiree. The Balanced portfolio invested 3.1% of the

Pfizer 401k (SP) Plan PSDS Scan 12-31-2010

The Pfizer plan Balanced portfolio improved over last year but no thanks to company stock PFE which continues to have a negative 5yr APR. Infact it has a negative 3yr, 5yr and 10yr APR. The largest holding

Royal Bank of Canada 401k (RSP) PSDS Scan12-31-2010

The Bank’s 401k plan for USA employees is large and the Balanced portfolio invested 6.4% of the plan in company stock which has a nice return but with very high volatility. The employee portfolio invested 27.7% in

W.R. Berkley 401k (PSP) Plan PSDS Scan 12-31-2010

Only one of the 30 plan investment options does not have a positve 5yr APR and that is company stock WRB. The Balanced portfolio has all but 5 of the plan options in the portfolio which has

Lincoln Electric 401k (ESP) Plan PSDS Scan 12-31-2010

The Lincoln Electric plan continues to be helped by company stock LECO and the Balanced portfolio has improved a bit over last year. All but 2 of the investment options are now in the Balanced portfolio. The

Abbott Labs 401k (SRP) Plan PSDS Scan 12-31-2010

The Abbott Labs 401k plan has made incremental improvement over last year and the Balanced portfolio now has 6.4% of the portfolio in company stock ABT. There was no information posted on the employee portfolio. All but

SEI Investments 401k (CAP) PSDS Scan 12-31-2010

This is a financial services company. All the plan investment options are SEI collective trusts, SEI mutual funds and company stock SEIC. The company has more funds (506) than shareholders (426). The SEI Target Date funds in