Tuesday, April 12, 2011

NextEra Energy 401k (ERSP) Plan PSDS Scan 12-31-2010




There has been little change in the plan since last year. The Balanced portfolio is still helped a bit by company stock NEE which was up but only 2.22% in 2010. The 2 largest holdings of the employee portfolio by far are company stock and the stable value fund FMIP in the scan. A very conservative Balanced portfolio in part because the plan has few strong equity investment options. The Balanced portfolio has a higher Sharpe ratio than the stable value fund. Interesting.

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