Monthly Archive:: December 2011

Cummins Inc. 401k (RSP) Plan PSDS Scan 12-31-2010

The Cummins 401k Plan has been helped tremendously by company stock CMI the last 5 years. They are an Indiana manufacturer of engines used in many industries around the world and their stock has a 5yr APR

PG&E Corp. 401k (RSP) Plan PSDS Scan 12-31-2010

The PG&E 401k Plan made several changes since the last scan in 2009. They replaced asset allocation funds with Target Date Retirement funds and added a few new core investment options. As I read the 11-k report

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

The Manitowoc 401k has several good investment options but company stock MTW was not one of them the last 5 years. It was a victim of volatility with a 5yr average return of 33.6% but an annualized

Williams Companies 401k (IPP) Plan PSDS Scan 12-31-2010

The Williams 401k Plan was not helped by company stock WMB the last 5 years but still had a slightly above average Balanced portfolio return with a 5yr APR of 6.08% and a Sharpe ratio of 1.38.

EQT Corp. 401k (SPP) Plan PSDS Scan 12-31-2010

The EQT 401k Plan Balanced portfolio improved a little over last year but the stock EQT 5yr APR went down a bit. The Balanced portfolio 5yr APR of 7.0% with a Sharpe ratio of 1.27 is above average

State of Texas 401k (457) Plan PSDS Scan 12-31-2010

The Texas 401k (457) Plan closed its stable value fund option to new investments in 2009 and it is not in the scan this year. The Balanced portfolio’s three largest holdings are the money market fund VMMXX

2011 Sharpe Stock Portfolio PSDS Scan 12-31-2010

This year two stocks MCD and CHD carried my portfolio while BRK and the Mutual Funds were off their 2010 highs. In 2011 YTD they out performed GLD too, Merry Christmas everyone.

Energen Corp. 401k (ESP) Plan PSDS Scan 12-31-2010

The Energen 401k Plan was last scanned in 2008. The employee portfolio now has 46.6% of their money invested in company stock EGN. The Balanced portfolio has only 2% in the stock because it is very volatile

Ecolab Inc. 401k (SP) Plan PSDS Scan 12-31-2010

The Ecolab 401k Balanced portfolio was helped a little by company stock ECL and it invested 3.9% of the portfolio in the stock. That stock is the largest holding by far in the employee portfolio. In the

United Technologies 401k (DC) Plan PSDS Scan 12-31-2010

Effective 1-1-2011 United Technologies overhauled its two 401k Plans and cut the number of investment options from 19 to 9. They also replace Fidelity with Aon Hewitt and switched to index investment options instead of mutual funds making