Monthly Archive:: August 2015

Phillips 66 401k Plan PSDS Scan 12-31-2014

Company stock PSX is the largest holding in the Plan but only has only 3 years of market data and is not in the scan. Conoco Phillips stock COP is also in the 401k Plan and is

HES Corp. 401k Plan PSDS Scan 12-31-2014

A Design Diversified ETF Portfolio PSDS Scan 12-31-2014

Fidelity National Information Services 401k Plan Scan 12-31-2014

Company stock FIS was removed from the 401k Plan in 2011 and is not in this scan.If it were in the scan the Balanced portfolio APR would increase about 0.5% and the portfolio diversification ratio PDR would

NIKE, Inc. 401k Plan PSDS Scan 12-31-2014

A Berkshire Hathaway Portfolio PSDS Scan 12-31-2014

There are many who track what stocks Berkshire Hathaway has in their portfolio. One of them is CNBC and they are the source of the data for this design scan. In the scan are the portfolio’s 15

A “TSLA” Fidelity 401k Plan PSDS Scan 12-31-2014

This company just opened a charging station near where I live and that got my attention. I believe Fidelity is their 401k plan trustee and the Fidelity options in the scan were my picks for a simple

Roper Industries 401k Plan PSDS Scan 12-31-2014

This 401k Plan scan is based on the last SEC 11-k filing which was in 2009.  I believe that ROP company stock is still in the Plan but in an Empolyee stock ownership account hence no 11-k

Kinder Morgan 401k Plan PSDS Scan 12-31-2014

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