Investment options of SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN
Total Available Funds: 25
| Investment Description |
|---|
| PIMCO GOV MONEY MARKET |
| METWEST TOT RET BOND MUTUAL FUND |
| PIMCO INCOME FUND INST MUTUAL FUND |
| BLACKROCK LP INDEX RET K MUTUAL FUND |
| BLACKROCK LP INDEX 2025 K MUTUAL FUND |
| BLACKROCK LP INDEX 2030 K MUTUAL FUND |
| BLACKROCK LP INDEX 2035 K MUTUAL FUND |
| BLACKROCK LP INDEX 2040 K MUTUAL FUND |
| BLACKROCK LP INDEX 2045 K MUTUAL FUND |
| BLACKROCK LP INDEX 2050 K MUTUAL FUND |
| BLACKROCK LP INDEX 2055 K MUTUAL FUND |
| BLACKROCK LP INDEX 2060 K MUTUAL FUND |
| ISHARES S&P 500 INDEX FUND K MUTUAL FUND |
| AB SMALL CAP GROWTH PORT ADV MUTUAL FUND |
| ALLSPRING SPC MID CAP VALUE R6 MUTUAL FUND |
| FID ADVISOR TECHNOLOGY FUND I MUTUAL FUND |
| ISHARES RUSSELL MID CAP INDEX K MUTUAL FUND |
| ISHARES RUSSELL 2000 SC INDEX K MUTUAL FUND |
| LOOMIS SAYLES GROWTH FUND N MUTUAL FUND |
| OAKMARK FUND INSTITUTIONAL MUTUAL FUND |
| UNDISCOVERED MGRS BEHAV VAL R6 MUTUAL FUND |
| VIRTUS KAR MIDCAP GROWTH FUND I MUTUAL FUND |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUND |
| AMERICAN NEW WORLD FUND R6 MUTUAL FUND |
| METLIFE SV SERIES 25053 CL 0 STABLE VALUE COLLECTIVE TRUST |
Investment model portfolios
We provide two types of investment model portfolios for SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for SIGNAL HILL PETROLEUM, INC. 401(K) EMPLOYEE SAVINGS PLAN