This is a work in progress … more later
This 401k Plan Portfolio is better diversified than most with a PDR = 1.21
This Portfolio is several years old.
This is the largest 5yr Company Stock APR% I have seen. It was down sharply in 2016 which is not covered in this design scan that used 7-31-2015 market data.If VRX is removed from the portfolio the
This is NOT a 401k Plan Portfolio. It is a ladder design portfolio with a very aggressive stock.