The CUBIC 401k Balanced portfolio was up over last year as company stock CUB jumped to a 5yr APR of 19.43% with a Sharpe ratio of 0.411. However, it remains a lifeboat portfolio with only five investment options having 5% or more of the Plan invested in them; the stable value fund, the GIC and three bond funds PTTRX, CPTNX and TPINX. Company stock is very volatile and the Balanced portfolio invested only 3.7% of the portfolio in the stock and the employee portfolio also invested less than 5% in the stock. A good plan with an above average 5yr APR of 6.06% and a high Sharpe ratio. The high Sharpe ratio is thanks mostly to the GIC and stable value fund.
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