This is a large old plan helped by company stock HPQ that has done well over the last 5 years with a 5yr APR over 20% and a postive Sharpe ratio of 0.60. The Balanced portfolio invested
4. 8% in company stock and doubled the number of funds in the portfolio over last years scan. The employee portfolio has 14.3% invested in company stock and a 5yr APR over 6% with a positive 5yr Sharpe ratio. This year I included the GIC in the scan and used the Dreyfus money market fund DTRXX instead of a proxy.
4. 8% in company stock and doubled the number of funds in the portfolio over last years scan. The employee portfolio has 14.3% invested in company stock and a 5yr APR over 6% with a positive 5yr Sharpe ratio. This year I included the GIC in the scan and used the Dreyfus money market fund DTRXX instead of a proxy.
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