Thursday, April 1, 2010

Ameron International 401k (RSP) PSDS Scan 12-31-2009




This is a small plan with a large GIC, Northern Collective Stable Asset Fund, that was helped by company stock AMN. The Balanced portfolio has 70.5% of the plan invested in the GIC represented by the index GIC.ekx in the scan. It is also the largest holding in the employee portfolio that has 13.9% invested in company stock. Not a bad plan but it could use a few more options with positive 5yr Sharpe ratios.

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