This year the Amazon 401k Plan scan includes company stock which has a positive 5yr Sharpe ratio. The stock however is very volatile as Mr. Market demonstrated again this week. The Balanced portfolio invested 15.2% of that portfolio in the stock and the rest in PTTRX at 63.6%, VTINX at 20.8% and less than 1% in VEXPX. Company stock is the largest holding of the employee portfolio according to the US DoL Form 5500 filing. This 401k Plan with company stock will be a contender for one of the Top 401k Plan spots next year. Interesting to me is the 3D scan image which has 2 lifeboats; one dominated by income funds only and one with company stock AMZN which has the highest Sharpe ratio 0.68. That does not happen often and usually the lifeboat portfolio without equity options has the highest Sharpe ratio.
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