Tuesday, April 19, 2011

DeVry Inc. 401k (SSRP) Plan PSDS Scan 12-31-2010





DeVry stock did not have a good year in 2010 and the Balanced portolio only invested 4.6% in the stock this year and the employee portfolio only 8.8%. The 401k plan has good bond and income investment options but very average equity options (see the correlation chart) aside from company stock. On a positive note company stock DV is up over 14% YTD and that should help a bit next year. My suggestion for better equity options would be ones with 5yr Sharpe ratios of 1.0 or better and there are lots of them in scans of other 401k plans posted here.

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