My interest is in scanning 401k portfolios to image the efficient frontier and highlite portfolios that have high risk adjusted returns. The portfolio with highest Sharpe ratio will appear in the scan image for each 401k plan posted.
Wednesday, February 8, 2012
Perrigo Co. 401k (PSIP) Plan PSDS Scan 12-31-2011
Perrigo is a global generic pharmaceutical company whose stock PRGO continues to soar. The Balanced portfolio this year invested 19.4% of the portfolio in company stock; that is more than the employees invested in the stock. Their 3 largest holdings are PTTRX. MACGX and PRGO at 11% of Plan. The Balanced portfolio also invested 16.9% in VIPSX and that makes me a little less nervous about the surprisingly large investment in PRGO. This is a good 401k with several excellent investment options and one extraordinary company stock the last 5 years.



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