Wednesday, June 2, 2010

McDonald's 401k (PSSP) Plan PSDS Scan 12-31-2009




This plan was helped by company stock MCD again this year. The Balanced portfolio invested 9.0% of the plan in the stock which has a 5yr APR higher than the STD. The employee portfolio has 36.8% invested in the stock producing a 5yr APR = 8.79% with a Sharpe ratio of 1.03. The Balanced portfolios largest holding is the GIC which produced a much lower return.

No comments: