Monday, April 5, 2010

Chubb 401k (CA) Plan PSDS Scan 12-31-2009




Year over year the Balanced portfolio added several equity funds and reduced its company stock holding to 6.6%. The 2009 market gains helped that portfolio. The employee portfolio with 32.3% invested in company stock which had a small loss in 2009 was down a bit but still had a positive 5yr Sharpe ratio. All in all a good plan with much better diversification this year.

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