Monthly Archive:: May 2013

Western Digital 401k Plan PSDS Scan 12-31-2012

FMC Corp. 401k (SIP) Plan PSDS Scan 12-31-2012

All the posted data in this Scan include covariance. I finally have that automated and this is the first 401k Scan that does not require a comparison chart.

Current RJF IRA Portfolio PSDS Scan 3-31-2013

Da Vita Inc. 401k (RSP) PSDS Scan 12-31-2012

Cleco Corp. 401k (SIP) PSDS Scan 12-31-2012

AAII Model Fund Portfolio PSDS Scan 3-31-2013

This Scan is for a Model Fund Porfolio from the American Association of Individual Investors AAII. It is a bit aggressive for a retirement portfolio but produces above average returns with moderate risk. The covariance adjusted standard

Monro Muffler Brake 401k (PSP) PSDS Scan 12-31-2012

This 401k Plan uses mostly Transamerica funds that I do not see often but they are quite good. The Balanced portfolio is above average as is the stock MNRO the last 5 years.

Procter & Gamble 401k (PSRP) PSDS Scan 12-31-2012

Henry Schein, Inc. 401k (SP) PSDS Scan 12-31-2012

Lincoln Electric Co. 401k (ESP) PSDS Scan 12-31-2012