Tuesday, May 18, 2010

Whirlpool 401k (RP) Plan PSDS Scan 12-31-2009




The company stock WHR had a very good 2009 and now has a positive 5yr return and a Sharpe ratio of 0.06. However it is very volatile. The Balanced portfolio went from 3 funds last year to 7 funds with a 5yr APR = 5.16 this year. It is still a lifeboat portfolio but with not as much money in the stable value fund VRST as before. Things are looking up.

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