This Scan uses the 12-31-2013 Market data that was not available in January. I just want to update the 3D scan to show the large difference when 2008 data are not in the 5yr period scanned.
This is an actual Roth portfolio that was designed to use diversification to reduce the volatility risk of the portfolio. It is described in a Technical Note I am working on that will be posted this summer.
Effective January 1, 2013 the 401k Plan added Target Date Retirement Funds that in the Scan are represented by BlackRock Target Date Funds. I found no employee asset allocation data this year.