The Chevron Texaco scan last year did not include company stock, CVX, and still had an APR of 15.06%. What a difference 2008 made. This scan includes CVX stock and updated the list of funds to match the latest SEC 11-k report with 12/31/2007 data. The Balanced portfolio has almost 23% of the fund in CVX which is higher than the 5% limit I like. The 3D scatter plot shows the Employee portfolio and the added return their heavy investment in CVX made as well as the added volatility measured by standard deviation.
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