Monthly Archive:: June 2011

Starbucks 401k Plan PSDS Scan 12-31-2010

The Starbucks 401k Plan does not include company stock SBUX and there is no SEC 11-k report required. Although Starbucks is a great company it’s stock is very volatile.The 5yr average return of SBUX from 2006 to

H&R Block 401k (RSP) Plan PSDS Scan 12-31-2010

The H&R Block 401k plan has not been helped by company stock HRB for a long time. The stock has a 5yr APR = -10.77% and is not in the Balanced portfolio which has a 5yr APR

PPL Corp. 401k (ESOP) Plan PSDS Scan 12-31-2010

The PPL Corp. is classified by Morningstar as a diversified utility and pays a dividend that is currently over 5%. About the only thing I have in common with Warren Buffett is neither one of us can

Martin Marietta Materials 401k Plan PSDS Scan 12-31-2010

The Martin Marietta Materials 401k was helped a little by company stock MLM but the Balanced portfolio invested only 3% of the portfolio in the stock. That portfolio’s top 3 holdings are the bond funds MBFIX, SSTBX

Marriott International 401k (RSP) Plan PSDS Scan 12-31-2010

The Marriott International 401k plan Balanced portfolio 5yr performance improved a little over last year. Company stock MAR had a very good 2010 but the stock is so volatile the Balanced portfolio invested less than 1% in

Total Petrochemicals USA 401k Plan PSDS Scan 12-31-2010

The Total Petrochemicals USA 401k was not helped by company stock TOT this year after being down in 2010. The Balanced portfolio 5yr performance remains above average thanks to the bond funds PTTRX and VBMFX. The employee

Owens-Illinois 401k (LTSP) Plan PSDS Scan 12-31-2010

The Owens-Illinois 401k (LTSP) plan for hourly U.S. employees was scanned last year. The mutual funds in the plan are all Harbor funds including Harbor Target Retirement Funds that did not yet have 5yr data and were not

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

The Microsoft 401k Balanced portfolio is still a lifeboat portfolio with the top 3 holdings all conservative income funds, PTTRX, VBISX and the money market fund FIDXX. The employee portfolio 3 largest holdings are all equities, company stock

Tyco International 401k (RSIP) Plan PSDS Scan 12-31-2010

The Tyco International 401k for US employees is still a lifeboat portfolio. The top 3 holdings of the Balanced portfolio are the the corporate debt fund (FUNDF in the scan), the GIC and the interest bearing cash fund (SIGVX

Hewlett-Packard 401k Plan PSDS Scan 12-31-2010

The Hewlett-Packard 401k Plan made an interesting change in 2010. The Target Date Retirment Funds were renamed to the corresponding Birth Date Fund for each participant. The Target Date Retirment Income Fund was transferred to the Target