Monthly Archive:: January 2016

US Gov TSP+ Plan Design PSDS Scan 12-31-2014

This is a TSP portfolio design “enhancement” and is NOT in the TSP Plan today.It is part of a design study to demonstrate how one good stock can lift diversity and performance of an exiting 401k Plan

Stock & ETF Portfolio #3 Design PSDS Scan 12-31-2014

Stock & Mutual Fund Portfolio #1 Design 12-31-2014

Stock & ETF Portfolio #2 Design 12-31-2014

Stock & ETF Portfolio #1 Design

Berkshire Hathaway Stock Portfolio PSDS Scan 12-31-2014

The stocks in the Scan are from the 2014 annual report and do not include Munich Re MUV2 which is traded on an exchange in Europe that I do not track.  

JP Morgan Chase 401k 5% of Plan PSDS Scan 12-31-2014

Chevron 401k Plan PSDS Scan 12-31-2014

The Chevron 401k Plan trustee is Vanguard and the Plan continues to do well. In the Scan the money market fund VMVXX was replaced by VWINX the Vanguard income fund.

2016 RJF IRA Portfolio PSDS Scan 12-31-2014

A PSDS Designed Portfolio Scan 12-31-2014