Friday, April 22, 2011

Phillip Morris Intl. 401k (DPSP) PSDS Scan 12-31-2010





The Phillip Morris International Company is part of the Altria Group with their own stock PM. They file a seperate SEC 11-k report for their 401k plan which is similar to the Altria Group plan. PM stock does not yet have 5yr data and in the scan is represented by MO as a proxy. As the 3D scan image shows the employee portfolio is remakably well diversified with assets greater than 5% of plan consisting of 7 of the 10 investment options in the plan. That rarely happens in 401k plans of late. This is a good plan and company stock PM is out performing the proxy MO year-to-date in 2011. It could be a future addition to the Sharpe stock portfolio.

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