Monday, May 11, 2009

Disney 401k Plan PSDS Scan 12/31/2008

















Like most 401k plans the Disney plan inverted in 2008 and the Balanced portfolio retreated to bonds and in this plan a money market fund. This scan includes company stock, DIS, which had a 5yr return of o.56% and a slightly negative Sharpe ratio. The employee portfolio asset allocation is as of 12/31/2007 from the latest SEC 11-k report.

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