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Jay Ford has recently graduated from CSU San Bernardino with a B.A. in Administration with a concentration in Finance. Before going back to school to finish his degree, he had been a successful retail manager. Jay often earned high marks for his ability to increase sales and morale within his... More
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J. E. Finance
  • Amazon 401k Choices 0 comments
    Jan 21, 2014 10:41 AM

    The ones in blue are the ones in my current portfolio. I have added international funds to my portfolio. I would have liked to keep my international funds limited to just Europe. However, we do not have access to a "Brokerage Window" So I am limited to what our 401k offers. On the bright side all of our international fund choices have increased their exposure to Europe.

    One thing missing from this table is Price/Book which was also considered while considering allocations of my investment mix.











    Ticker 3 yr Beta Treynor Ratio Sharpe Ratio Price Yield
    ANJIX 0.96 6.47 0.45 22.95 2.11
    IGFRX 0.83 10.09 0.64 33.72 1.47
    VTSNX 1 5.14 0.38 111.21 2.72
    AVFIX 1.37 11.75 0.94 27.1 0.47
    VINIX 1 16.08 1.3 168.5 1.85
    VEXRX 1.3 13.7 1.07 96.69 0.2
    TRLGX 1.2 15.58 1.2 27.65 0.04
    VWNAX 0.99 16.25 1.3 64.79 2.03
    VFTNX 1.04 16.47 1.3 11.65 1.38
    AMZN 0.67     399.61 0

    All data from on 1/21/2014 or from on 1/21/2014

    12/23 Update coming soon: I am doing some forecasts for 2014, should be done in a few days.

    These are the choices I narrowed down for myself based on their categories (i.e. small cap/large cap value/growth). Then I did a quick and dirty spread sheet to analyze two important ratios that measure a portfolios returns. These are the Treynor and Sharpe Ratios. I also wanted to analyze the risk involved with the funds, so I added in the 3 and 5 year betas to evaluate my risk/reward. I also included the year to date percentage increases.


    American Beacon Small Cp Val Inst AVFIX    
    T. Rowe Price Instl Large Cap Growth TRLGX    
    Vanguard Explorer Fund Admiral VEXRX    
    Vanguard FTSE Social Index Inst VFTNX    
    Vanguard Inst Index Fund Inst VINIX    
    Vanguard Windsor II Fund Adm VWNAX    
    International Stock Funds
    AllianzGI NFJ International Value Instl ANJIX    
    Invesco International Growth R6 IGFRX    
    Vanguard Tot Intl Stock Ix Inst VTSNX    

    ticker 3 yr beta 5 yr beta Treynor Ratio Sharpe Ratio Ytd %
    AVFIX 1.32 1.29 9.97 0.7 13.71
    TRLGX 1.17 1.09 11.6 0.78 5.51
    VEXRX 1.25 1.16 12.44 0.83 7.55
    VFTNX 1.04 1.13 12.35 0.84 7.92
    VINIX 1 1 12.55 0.86 10.6
    VWNAX 1.03 1.02 11.55 0.79 5.74
    ANJIX 0.92 1.05 7.95 0.48 3.45
    IGFRX 0.84 0.82 10.27 0.57 2.5
    VTSNX 1 1.05 4.33 0.31 2.91

    All data from on 5/27/13

    Disclaimer: You should not treat any opinion expressed by Jay as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Jay's opinions are based upon information he considers reliable. Past performance is not indicative of future results.

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