Wednesday, June 8, 2011

Disney 401k (SIP) Plan PSDS Scan 12-31-2010




The Disney 401k plan was helped by company stock DIS this year and the Balanced portfolio invested 5.7% ot the portfolio in company stock. The employee portfolio invested 24.8% of that portfolio in the stock and it is their largest holding with the bond fund PTTRX (10.7%) and the money market fund FMPXX (10.1%) rounding out their top 3 holdings. The investment options are the same and the 3D scan image is starting to look healthier to me but is still a lifeboat portfolio. Interestingly the Balanced portfolio and the employee have similar top 3 holdings but with very different percentages.

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