Saturday, December 5, 2009

McDONALD'S 401k (PSSP) Plan PSDS Scan 12/31/2008

















A large plan helped by company stock MCD with the Balanced portfolio investing 18.8% in the stock. The employee portfolio invested 23.5% in the stock and was very similar to the Balanced portfoio as the 2D scan shows. While these large investments in company stock are too much for a retiree in my opinion they produced very similar results for this 5yr period. In the scan the GIC is represented by the index GIC.ekx and several Wellington Trust investments were represented by the ETF that tracks the same index. The US Treasury bonds were represented by SIGVX in the scan an ultra short government bond fund.

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