Tuesday, May 4, 2010

Coca-Cola 401k (TIP) Plan PSDS Scan 12-31-2009




Year-over-year the Balanced portolio 5yr APR has improved and so has company stock KO. The Balanced portfolio now has 15 funds with the largest holding being the money market fund. In the scan MRRXX was represented by VMMXX which has 5yr market data. The employee portfolio has 52.5% of the portfolio invested in company stock which is too much for a retiree in my opinion but after just attending the 2010 Bershire Hathaway shareholder meeting I know some disagree strongly.

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