The JP Morgan Chase plan was helped a little by company stock JPM which recovered in 2009 and the Balanced portfolio has a little, 0.9%, invested in the stock. The SEC 11-k report is 141 pages long mostly listing assets in the GIC which is still the largest holding in the portfolio. This year the report does not provide employee portfolio assets by individual investment option and a Unifom portfolio is shown in the 2D scan chart. The 3D scan image has about twice as many holdings as last year and a higher 5yr return 5.11% with a positive Sharpe ratio. It is still a lifeboat portfolio and will be until the capital market line inverts back to positive.
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