Monthly Archive:: December 2015

Last Scan of 2015 Portfolio PSDS Scan 12-31-2014

Happy New Year

Walmart 5% of Plan Portfolio PSDS Scan 12-31-2014

If you have read TechNote 2015-3 you know that 401k-menu size is something that I want to better understand. The Walmart 401k Plan has 17 investment options in their SEC 11-k report. It was scanned and posted

A General Motors 401k Portfolio PSDS Scan 12-31-2014

This Scan does not include Target Date Funds or GM stock which does not have 5yr Market data just yet in my database. 

Valero Energy 401k Plan PSDS Scan 12-31-2014

Diversified ETF & Stock Portfolio PSDS Scan 12-31-2014

A SSgA SPDR Core ETF Portfolio PSDS Scan 12-31-2014

A Harry Browne Portfolio PSDS Scan 12-31-2014

The Harry Browne portfolio is conservative and for those who are more conservative than myself this PSDS 10-yr market data scan may be of interest.

A Roth Portfolio PSDS Scans 12-31-2014

The 3, 5 and 10 year PSDS scans for this Roth portfolio are a different format from the usual 3 format scan reports that have a 2D risk-reward chart and a correlation chart.  

Southwestern Energy Co 401k Plan PSDS San 12-31-2014

This is not a 100 yr old company and it illustrates a 401k Plan for a good company with a poorly performing stock the last 5 years.  The Employee portfolio 5yr performance is not too bad. The

Campbell Soup 401k Plan PSDS Scan 12-31-2014