Monthly Archive:: May 2014

Dow Jones 30 Stock Portfolio PSDS Scan 12-31-2013

The Dow Jones 30 Stock portfolio changed 4 stocks since the last scan. The new stocks are NKE, GS, V and UNH. This portfolio continues to be better diversified than most 401k Plans and the last 5 years

LifePoint Hospitals Inc. 401k PSDS Scan 12-31-2013

Hillshire Brands Co. 401k Plan PSDS Scan 12-31-2013

The SEC Report for this Plan only provided catagory level data. In the scan Vanguard funds were used for the Plan investment options.

Goldman Sachs 401k Plan PSDS Scan 12-13-2013

Agilent Technologies 401k Plan PSDS Scan 12-31-2013

A Browne Diversified Portfolio PSDS Scan 12-31-2013

This is a “Harry Browne” portfolio created for testing a portfolio diversification metric. The scan notes and the scan portfolio posted are being double checked.  In this period I scanned many “Harry Browne” portfolios with CHD for UNP, etc. When

IBM 401k Plus Plan PSDS Scan 12-31-2013

This 401k Plan has a website that provides brief word descriptions of all the Life Cycle Funds (14) , the Core Funds (7) and the Expanded Choice (12) that are in the PSDS scan posted. They will

National Grid Companies 401k PSDS Scan 12-31-2013

Ingredion Inc. 401k Plan PSDS Scan 12-31-2013

Sigma-Aldrich Corp. 401k Plan PSDS Scan 12-31-2013