The plan was helped by company stock NOV but it is volatile as the correlation chart shows. The Balanced portfolio had 6.2% of the portfolio in the stock and the top holding PTTRX had 28.0% invested in that bond fund. The fixed income and short term investment funds were represented by SSHIX in the scan and it was the second largest holding. The employee portfolio invested 14.1% of the portfolio in company stock and their portfolio 5yr APR = 6.81% also had a positive 5yr Sharpe ratio of o.35. All in all a good plan but as of 12-31-09 still a lifeboat Balanced portfolio.
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