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