Saturday, January 22, 2011

Bank of New York Mellon 401k Plan PSDS Scan 12-31-2010



The Balanced portfolio performance improved over last year and company stock BK now has a slightly positive 5yr Sharpe ratio which put o.2% of the portfolio in company stock. The employee portfolio invested 2.0% in the stock and again this year the two portfolios are close to each other on the 2D scan chart. The 3D scan chart has so many investment options they almost required two columns in the asset allocation note. Only 4 investment options did not have positive 5yr Sharpe ratios.

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