Tuesday, February 2, 2010

Stanton & Castleton Roth 401k PSDS Scan 12-31-2009





This portfolio is too aggressive for most. That said the Balanced portfolio is truely balanced with an almost uniform asset allocation in the 3D scan chart. The 5yr APR is 15% with a Sharpe ratio of 1.65. It would likely require more rebalancing than most retiree's would care to take on.

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