Thursday, July 22, 2010

Edwards Lifesciences 401k (SIP) PSDS Scan 12-31-2009



The Edwards Lifesciences plan was helped by company stock EW which had a good 2009 and 2008. The Balanced portfolio invested 12.5% of the plan in the stock. I was not able to sort out the employee asset allocation and a Uniform asset allocation was provided instead. A comparison with last year shows a much more diversifed Balanced portfolio as 2009 helped several funds to regain positive 5yr Sharpe ratios which is a measure of risk adjusted return.

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