Monthly Archive:: February 2012

Cliffs Natural Resources 401k (RSP) PSDS Scan 12-31-2011

Cliffs Natural Resources company stock CLF did not have a good 2011 and the Balanced portfolio 5yr APR is down to 4.77% this year. That portfolio’s largest holdings are the stable value fund SVF.hpx in the scan, PRRXX

Honeywell 401k (S&OP) Plan PSDS Scan 12-31-2011

The Honeywell 401k Plan and company stock HON performance improved a little over last year but the Balanced portfolio remains a lifeboat portfolio. The Plan trustee is State Street with ING still the record keeper. I changed

Rebalanced RJF IRA Portfolio PSDS Scan 12-31-2011

Last year the PEG ratio for Caterpillar stock CAT was down to 0.59 and it was added to the RJF IRA portfolio in this scan. The rebalancing used 12-31-2011 5yr Market data from Thomson-Reuters and the portfolio has

Chevron 401k (ESIP) Plan PSDS Scan 12-31-2011

Chevron’s 401k and stock CVX continue to do well but the Balanced portfolio invested only in income funds except for 7.8% invested in company stock. The employee portfolio invested over 50% of that portfolio in company stock

Mylan 401k (PS) Plan PSDS Scan 12-31-2011

The Mylan 401k Plan was not helped by company stock MYL the last 5 years. The Plan also changed Trustees and now has several SMA funds. The Plan income options are very good and the Balanced portfolio

Oracle 401k (SIP) Plan PSDS Scan 12-31-2011

This year the Oracle 401k scan results may surprise a few. While company stock ORCL and the bond fund PTTRX have about the same return the last 5 years, 2011-2007, the Balanced portfolio invested only 3.7% in

Valero Energy 401k (TP) Plan PSDS Scan 12-31-2011

The Trustee for the Valero Energy 401k Plan is now the Bank of American National Trust BANA. It was Merrill Lynch. The Plan SEC 11-k report still shows a Retirement Preservation Trust as its second largest holding.

Core Laboratories 401k (PSRP) PSDS Scan 12-31-2011

Core Laboratories is an oil and gas services company based in the Netherlands with US operations in Houston. Company stock CLB continued to do well in 2011 and the 401k Balanced portfolio invested 8.3% of that portfolio

United Technologies 401k (DC) Plan PSDS Scan 12-31-2011

United Technologies company stock UTX was down 4.78% in 2011 and its 5yr APR dropped to 5.51% in this scan. That and a weak 2011 for many mutual funds reduced the Balanced portfolio APR to 4.83%. Last years

Perrigo Co. 401k (PSIP) Plan PSDS Scan 12-31-2011

Perrigo is a global generic pharmaceutical company whose stock PRGO continues to soar. The Balanced portfolio this year invested 19.4% of the portfolio in company stock; that is more than the employees invested in the stock. Their 3