Friday, July 9, 2010

Martin Marietta Materials 401k (PSP) PSDS Scan 12-31-2009



This plans continues to be helped by company stock MLM but not as much as last year. The Balanced portfolio invested 15.2% of the plan in the stock which had a 5yr APR=12.16% with a positive Sharpe ratio = 0.31. The employee portfolio had 18.2% of the portfolio in company stock. This year I added the Lifepath retirement date funds with 5yr data to the scan.

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