Monday, February 6, 2012

Becton Dickinson 401k (SIP) PSDS Scan 12-31-2011



Beckton Dickinson company stock BDX was down 9.61% in 2011 and the Balanced portfolio is now even more of a lifeboat portfolio than last year. In the scan Federal Reserve data was used to extend BIL to a 5yr data period and CWI is a proxy for the SSgA "ACWX" mutual fund. The largest holding of both the Balanced portfolio and the employee portfolio is the GIC. That about says it all for this year. The Plan could use a few "5 Star" equity investment options.

No comments: