Monthly Archive:: May 2011

Sanofi-Aventis US 401k (SP) Plan PSDS Scan 12-31-2010

This plan was not helped by company stock SNY and the Balanced portfolio is another lifeboat portfolio. The largest holdings of that portfolio are the GIC, the bond fund PTTRX and the money market fund TSCXX with

TD AMERITRADE 401k (PSPT) Plan PSDS Scan 12-31-2010

The TD AMERITRADE 401k plan was not helped by company stock AMTD this year and it is not on the Balanced portfolio. The employee portfolio invested 20.8% of that portfolio in the stock which is their largest

Massey Energy 401k (PSP) Plan PSDS Scan 12-31-2010

The Massey Energy 401k made an incremental improvement over last year and the Balanced portfolio now has all but one of the plan investment options. That said it is still a lifeboat portfolio with 59% of the

Aflac 401k (PSP) Plan PSDS Scan 12-31-2010

The Aflac 401k continues to be helped by company stock AFL and the Balanced portfolio invested 4.2% of that portfolio in the stock. The employee portfolio’s three largest holdings were the stock AFL, the balanced fund DODBX, and the

Greif Inc. 401k (RP) Plan PSDS Scan 12-31-2010

This company was founded in 1877 and is still doing well. The Balanced portfolio invested 5.4% of the portfolio in the stock GEF and the employee portfolio invested 24.7% of that portfolio in the stock. Most of

Safeway 401k Plan & Trust PSDS Scan 12-31-2010

The Safeway plan made a few changes after 2009. The trustee is now JP Morgan and a few funds were changed and Lifepath funds were added. The Balanced portfolio improved a little over last year and invested a

Danaher Corp. 401k (RSP) Plan PSDS Scan 12-31-2010

The last scan for Danaher was 12-31-2008 and things have improved. Company stock DHR has a nice 5yr APR = 11.26% with a Sharpe ratio of 0.304 and the Balanced portfolio has all but 2 of the

World 20 ETF Sharpe Index 12-31-2010

The Sharpe Balanced portfolio has been used to create a monthly index that will be posted later this year. It is very similar to early World ETF versions but with a few changes to increase China options

General Electric 401k (S&SP) Plan PSDS Scan 12-31-2010

This plan SEC 11-k report provides less information about the plan than most 401k plans. Information about the GE plan on the web indicates they made several changes in 2010 including a new record keeper, Fidelity, a new

International Flavors & Fragrances 401k (RIF) Plan 12-31-2010

This small plan was helped by company stock IFF and several Vanguard funds with VFINX the largest employee holding in a bit of a surprise. The Balanced portfolio has most of the 23 investment options in the