Pfizer is a great American company but its stock PFE has not done well in recent years and is not in the Balanced portfolio. The Balanced portfolio has improved over last year and has a few more investment options in it as seen in the 3D scan image. The employee portfolio has 21.9% of the portfolio invested in company stock. That helped produce a negative 5yr Sharpe ratio but with a small positive 5yr return APR = 1.60%. In the scan the Capital Guardian International Fund is represted by VGSTX and several Northern Trust funds are represented by the index they track.
No comments:
Post a Comment