Monday, December 27, 2010

Wyerhaeuser 401k (SP) Plan PSDS Scan 12-31-2009



This plan was not helped by company stock WY which is WYer in the scan because it conflicts with the postal symbol for Wyoming in my registry. The Balanced portfolio has no money in the stock and the employee portfolio has 13.3% of their portfolio in the stock. The largest holding in the employee portfolio is VFINX the Vanguard S&P 500 index fund which does not have a positive 5yr Sharpe ratio. It is not in the Balanced portfolio by rule and the stable value fund VRST is its largest holding.

No comments: