Lockheed Martin Corporation - 401k
Current Allocations and Statistics
PUBLIC SITE - Old data, no longer valid, for example only. Use the subscription site for current allocations.Retrospective performance, not a predictor of future performance:
1 year CAGR (Compound Annual Growth Rate %): 11.5%
3 year CAGR (Compound Annual Growth Rate %): 9.3%
5 year CAGR (Compound Annual Growth Rate %): 8.9%
Total CAGR (Compound Annual Growth Rate %): 8.1%
Volatility index: 10.1%
Currently modeled allocations, as of: 2013-06-28
Percent invested: 100%
See the calculators page for a spreadsheet to use in calculating the number of shares required.
If the symbol BIL is included in the list of issues to trade, and is NOT part of
your plan, then please trade the short term money fund that is part of your plan.
BIL is included as a substitute for short term money funds for which there is no historic price data available.
(C) 2012-2013 Simple Allocation LLC
Gain versus Time Chart
The bold red line (SmpAllc) shows investment performance using the Simple Allocation plan. The other lines show the investment performance of buying and holding any of the individual issues.
Allocations versus Time Chart
What's important - Simple Allocation never allocates more than 25% to any individual security; relative allocation does change between reallocations as the value of the securities change. When used with the appropriate stop loss, the model transitions to cash to avoid losses during down markets. This can be seen when the percent invested (%Inv) drops to a value less than 100%.
Chart details - The total percent invested (%Inv) is shown versus time, along with the percent allocation to each individual issue versus time, using the Simple Allocation plan. Note that the portfolio may contain more issues that are shown in the chart, as only issues that traded are shown in the cart.
Allocation plan and portfolio details.
Retirement plans (401A, 401K, etc.) - PLEASE VERIFY COMPLETENESS AND ACCURACY; report any errors.
COMPANY OR PORTFOLIO NAME: Lockheed Martin Corporation
LIST LAST UPDATED: 18-DEC-2012
BIL is always included in every portfolio, even for retirement portfolios for which BIL
is not an option. BIL is included because many cash equivalent funds do not have
price data. If BIL is indicated in the allocations, trade the actual cash option
available in the plan.