Wednesday, April 28, 2010

Goldman Sachs 401k Plan PSDS Scan 12-31-2009




The Balanced portfolio has many more investments this year compared to last year and to my eye the 3D image is healthier. Company stock GS bounced back in 2009 (+101.9%) and the 5yr APR is now 11.2% with very high volatility. The Balanced portfolio has 2.4% invested in GS and the employee portfolio has 1.6% which I think is prudent. In the scan the Barclay LifePath data were taken from the US Gov 401k plan (tsp) which posts the 5yr performance data.

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