Monthly Archive:: September 2015

US Gov TSP Core Funds Stress Test 12-31-2014

The US Government TSP 401k Plan is a benchmark for many and I ran a PSDS stress test for the Core Funds G,F,C,S,I,L this morning for comparison purposes. It is a design tool and nothing more.

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

TD Ameritrade 401k Plan PSDS Scan 12-31-2014

Chicago Bridge & Iron 401k Plan PSDS Scan 12-31-2014

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

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

About the only reason I do not own this stock is it’s only 25 yrs old. Not a very good reason for most.

A Design Diversified Stock Portfolio Scan 12-31-2014

I currently own all but two of these stocks and hope to own them all by year end.

Stifel Financial Corp. 401k Plan PSDS Scan 12-31-2014

Thermo Fisher Scientific 401k Plan PSDS Scan 12-31-2014

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

This 401k Plan scan has an employee portfolio with a higher Sharpe ratio than the Balanced portfolio. Interesting.