Monthly Archive:: August 2016

GE Retirement Savings Plan PSDS Scan 7-31-2015

The PSDS Scan this year does not include Target Date Funds. They are described in the SEC 11-k report.

GE The Software Start-Up

The Sunday Business section of the New York Times published the picture below with the caption G.E., the Software Start-Up …. very interesting.

A 2008 Study Portfolio PSDS Scan 12-31-2008

In this study I looked at the 2008 market crash using  5yr 12-31-2008 5yr Market data. The study shows that one good stock can be enough if the  portfolio has just three basic index funds; AGG, DIA,

Colgate-Palmolive Co. 401k Plan PSDS Scan 7-31-2015

COSTCO 401k Portfolio PSDS Scan 7-31-2015

A Small Diversified Stock Portfolio Design 7-31-2015

This portfolio is part of another study …. If you remove GIS from the portfolio PDR increases to 1, interesting. Smaller is better.

A Roth Portfolio PSDS Design Scan 12-31-2015

I own all the investments in this Roth Portfolio.

RJF Retirement Portfolio PSDS Scan 7-31-2015