The Balanced portfolio this year improved a little and now has investments in 11 plan options but the GIC is still the largest holding at 58% of the portfolio. The employee portfolio has 24.6% of the portfolio in company stock KEX which continues to do well with a 5yr APR = 9.43% and a positive 5yr Sharpe ratio of 0.208. The plan has an emerging markets fund PEMFX that is the third largest holding of the Balanced portfolio. I think more plans should have an emerging market option and there are many.
No comments:
Post a Comment