Monthly Archive:: March 2015

Home Depot 401k Plan PSDS Scan 12-31-2014

Paychex Inc. 401k Plan PSDS Scan 12-31-2014

This year the Paychex, Inc. 401k Plan scan is for the 5% of Plan options from the SEC 11-k report. It is better diversified than the whole plan which has many Target Date Funds that are highly

General Mills 401k Plan PSDS Scan 12-31-2014

A Four Fund RJF 401k Plan PSDS Scan 12-31-2014

Cummins Inc. 401k Plan PSDS Scan 12-31-2014

Bristol-Meyers Squibb 401k PSDS Scan 12-31-2014

A Final Four Retirement Portfolio PSDS Scan 12-31-2014

The portfolio is a stock index fund, a bond index fund, a global fund and a 169 year old stock.

Mead Johnson Nutrition 401k Plan PSDS Scan 12-31-2014

Unilever U.S., Inc. 401k Plan PSDS Scan

World 20 ETF Portfolio PSDS Scan 12-31-2014

My penance for having thought this portfolio would make a good investment index is to scan the portfolio every few years and publish the results on St. Patrick’s Day. In the last 5 years EWZ has gone