Thursday, July 29, 2010

Reynolds American 401k (CIP) PSDS Scan 12-31-2009



This plan was helped by company stock RAI and the Balanced portfolio has 4% of the portfolio in the stock. The employee portfolio has 6.2% in the stock and in both portfolios the GIC is the largest holding. However as the 3D scan image shows the remaining equity options in the plan all had poor 5yr returns. The Sharpe ratio performances are in the correlation chart. The plan needs work.

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