Sunday, November 9, 2008

Coca Cola 401K Plan PSDS Scan 9/30/2008





The Coca Cola 401k plan has over 970M in KO stock which does not change the Employee Portfolio APR compared to the Balanced Portfolio but it nearly tripled the STD (risk) and dropped the PSR to less than one. Even before retirement I think an employee should evaluate how much KO he can hold and still be able to meet his retirement income needs. Recent market events remind us all that even the best of stocks are volatile.

No comments: