Saturday, June 5, 2010

Toro 401k (ESOP) Plan PSDS Scan 12-31-2009




The Balanced portfolio still has no money in company stock TTC which has a negative 5yr Sharpe ratio. There are now 7 funds in the Balanced portfolio. The employee portfolio has 31.2% of the portfolio in TTC stock which helped reduce the 5yr APR to 2.60% with a small negative Sharpe ratio. The Wells Fargo Stable Return Fund was used in the scan this year and a few more Target Date funds were added.

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