Wednesday, April 28, 2010

CVS Caremark 401k Plan PSDS Scan 12-31-2009




The year-over-year Balanced portfolio 5yr return is down slightly as was company stock CVS. The 3D scan has more investments than last year and is more focused as the pull of company stock is smaller. Market improvements in 2009 helped most funds in the scan return to positive 5yr Sharpe ratios which put them in the Balanced portfolio.

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