Monthly Archive:: September 2014

Altria Group Inc. 401k Plan PSDS Scan 12-31-2013

Each year this 401k Plan is difficult for me to sort out the employee asset allocation and again this year it is on a best efforts basis. That said the 401k Plan this year is much improved

S&P500 Top20 1957-2012 PSDS Scan 12-31-2013

A 10yr period scan for this all stock portfolio shows it is not as diverse or high performing as the 5yr scan would indicate. No surprise there and it is probably more representative “long run” performance. 

Franklin Electric Co. 401k Plan PSDS Scan 12-31-2013

Gray Television Inc. 401k Plan PSDS Scan 12-31-2013

This company was founded in 1897 and is in the Standard & Poor’s Capital IQ list of public companies 100 years old or more. It’s stock GTN the last five years may be the most volatile 100

Hewlett-Packard 401k Plan PSDS Scan 12-31-2013

The Hewlett-Packard 401k Plan changed Trustees in January 2013 from Fidelity to the Bank of New York Mellon. The SEC 11-k report this year is a work in progress and the employee participant directed investment options data

Quaker Chemical Corp. 401k PSDS Scan 12-31-2013

Canadian National Railway 401k PSDS Scan 12-31-2013

Zoetis, Inc. 401k Plan PSDS Scan 12-31-2013

This is a new company, a spin off from Pfizer I think, and company stock ZTS does not yet have 5yr market data. The 401k Plan holds both ZTS and PFE stock. This year was the first year

A Balanced & Diversified Portfolio PSDS Scan 12-31-2013

This portfolio was designed for yet another TechNote I am writing. It consists of 8 stocks and 6 ETFs. All of the stocks are for companies that have been in business for over 100 yrs each. The

Sempra Energy 401k Plan PSDS Scan 12-31-2013

This is a good 401k Plan but the investment options could be a little better diversified in my opinon.