November 5, 2012: 401K Investment Portfolio Management

by | Nov 6, 2012 | Feature, Headline, Inv, Investments, newsletter | 0 comments

Portfolio Performance Comparison (as of 11/3/2012)

Ticker/Portfolio Name1 Week
Return*		YTD
Return**		1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr Sharpe10Yr AR10Yr Sharpe
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Strategic Asset Allocation – Equal Weight Moderate0.5%7.3%7.7%89.1%7.3%72.1%3.3%22.8%7.3%59.5%
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate0.4%1.6%2.0%43.5%6.2%77.9%6.1%75.7%8.9%104.1%
CONOCOPHILLIPS SAVINGS PLAN Strategic Asset Allocation – Equal Weight Moderate0.5%7.8%7.9%112.0%8.3%93.6%3.3%27.0%7.6%70.8%
CONOCOPHILLIPS SAVINGS PLAN Tactical Asset Allocation Moderate0.5%1.6%2.3%40.8%7.9%87.3%5.1%54.9%8.2%87.2%
Ford Motor 401K Strategic Asset Allocation – Equal Weight Moderate0.5%9.0%8.1%101.7%9.4%96.1%3.6%23.8%8.5%67.8%
Ford Motor 401K Tactical Asset Allocation Moderate0.3%4.1%4.1%80.6%4.9%49.8%5.4%55.6%9.8%104.3%
General Electric 401K Strategic Asset Allocation – Equal Weight Moderate0.2%9.0%8.8%99.4%7.4%70.0%1.7%10.7%6.1%46.3%
General Electric 401K Tactical Asset Allocation Moderate0.2%4.4%4.3%95.2%6.5%85.8%5.0%67.4%7.9%96.0%
Hewlett Packard 401K Strategic Asset Allocation – Equal Weight Moderate0.3%10.4%9.8%123.8%10.9%111.1%3.5%21.9%10.1%80.0%
Hewlett Packard 401K Tactical Asset Allocation Moderate0.2%6.1%7.1%150.8%11.8%125.0%9.2%96.9%13.5%145.1%
The Bank of America 401(k) Plan Strategic Asset Allocation – Equal Weight Moderate0.5%7.9%8.7%112.3%11.3%114.9%3.6%21.9%7.8%56.5%
The Bank of America 401(k) Plan Tactical Asset Allocation Moderate0.5%5.7%6.3%114.8%11.8%106.4%10.1%98.3%11.5%117.5%
Wal-Mart Profit Sharing and 401(k) Plan Strategic Asset Allocation – Equal Weight Moderate0.1%8.3%8.3%105.4%9.3%111.1%4.3%38.1%9.0%90.7%
Wal-Mart Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate0.1%5.2%5.2%120.7%8.6%113.0%6.6%84.4%9.6%114.2%

*: NOT annualized

**YTD: Year to Date

Detailed and up to date link here >>

Market Overview

Hurricane Sandy passed without inflicting unexpected damage (though it is still once 100 year storm). We are now approaching the election day. In fact, after you read this newsletter, voting is under way. U.S. stock markets have some leadership changed: technology stocks losing steam while cyclical stocks such as financials are still hanging there. In terms of major asset class trends, U.S. stocks crawled back to one of the top spots. 

In the meantime, Hussman and a few have insisted that U.S. economy has been in recession. It should be noted that even if the economy is later determined to be in a shallow recession, there is a possibility that it might not affect stock market seriously. For now, we’ll just follow the markets. 

Please login or register an account to view the newsletter