Wednesday, April 14, 2010

IBM 401k Plan PSDS Scan 12-31-2009




This plan with over 200 investment options was scanned last year with a small subset of them. This year I added several more options including company stock IBM and a stable value fund. The Balanced portfolio has a nice 5yr return APR = 5.47% with most of the money (40.8%) in the stable value fund FUNDG in the scan. My focus was on growth and income investments with positive 5yr Sharpe ratios and they are posted in the 3D scan image.

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