Wednesday, April 21, 2010

Borders Group 401k (SP) Plan PSDS Scan 12-31-2009




There is year over year improvement in the Balanced portfolio but company stock BGP is still not in the scan for obvious reasons. The Balanced portfolio has a 5yr APR = 5.12% with low volatility STD = 1.69% and a very nice Sharpe ratio of 1.49. The employee portfolio has the GIC as its largest holding too and a respectable positive 5yr APR = 3.49%.

No comments: