Thursday, July 1, 2010

Allergan 401k (SIP) Plan PSDS Scan 12-31-2009



The Allergan plan made a few changes and company stock AGN had a very good 2009. That all helped lift the Balanced portfolio to a 5yr APR = 5.13% and the 3D scan looks healthier. The employee portfolio invested 26.6% of the money in company stock way too much for a retiree but it did produce a 5yr APR = 4.43% with a positive Sharpe ratio. As you can see in the 2D scan image company stock continues to be very volatile.

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