Monthly Archive:: September 2011

Target Corp. 401k Plan PSDS Scan 12-31-2010

The Target 401k made a few changes last year in the core investment options but the Balanced portfolio remains a lifeboat portfolio. The employee portfolio largest holding is still company stock TGT at 39.2% of the plan

Regions Financial Corp. 401k Plan PSDS Scan 12-31-2010

The Regions Financial 401k was hurt by company stock RF which has a negative 5yr APR of -23.44% and the employee portfolio largest holding is the stock. Their 5yr APR is also negative at -2.05%. The Balanced portfolio

World ETF Portfolio Sharpe Index to 12-1-2011

The R&D background information for this Index can be found in the 2011 White Paper “World ETF Sharpe Index” at the web site This is still a work in progress at the “White Bird” stage of

Springfield Foods 401k Plan PSDS Scan 12-31-2010

The last scan of the Springfield Foods 401k was in 2008. The Balanced portfolio still has no company stock SFD, which still has a negative 5yr annualized return. The largest holdings of the Balanced portfolio are PTTRX,

Union Pacific 401k (RTP) Plan PSDS Scan 12-31-2010

This Union Pacific 401k Plan is vintage 2004 and does not have target date retirement TDR funds. The Union Pacific Fruit Express scan of 12-31-2009 does have Vanguard TDR funds and as far as I know Vanguard

Waddell & Reed 401k (TP) Plan PSDS Scan 12-31-2010

The Waddell & Reed 401k was last scanned with 2008 market data and company stock WDR was definitely not in that Balanced portfolio. The 401k has 17 Waddell & Reed investment options and 22 Ivy fund investment

A Model Conservative ETF Portfolio PSDS Scan 9-30-2011

The Model Conservative ETF Portfolio in this scan was mentioned by Morningstar’s Christine Benz in a talk to the AAII LA Chapter last Saturday. It was published in April of 2011 online at in her paper “A Conservative

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

The USC (University of Southern California) 401k Retirement Savings Plan provides 4 options from major mutual fund companies and an insurance company; Fidelity, Prudential, TIAA-CREF and Vanguard. This scan is for the Prudential option. In the scan

CUBIC Corp. 401k (RP) Plan PSDS Scan 12-31-2010

The CUBIC 401k Balanced portfolio was up over last year as company stock CUB jumped to a 5yr APR of 19.43% with a Sharpe ratio of 0.411. However, it remains a lifeboat portfolio with only five investment

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

The Nordstrom 401k 5-year performance was down a bit compared to last year because company stock JWN while up in 2010 was not up as much as it was in 2005; volatility at work. The Balanced portfolio 5yr