This Chart forecasts how often a $1M portfolio might be lost. I am testing the Chart format.
The plan was helped greatly by company stock OXY as it was last year . The big difference in the scan Balanced portfolio this year is the inclusion of a large GIC which is the largest holding. Last year it was company stock. The employee portfolio has 51.6% of their money invested in the stock producing a 5yr APR = 14.90% with low risk and positive Sharpe ratio of 0.79. Thats too much for a retiree in my opinion and year-to-date in 2010 the stock is down -0.53% as the oil and gas industry has been hit with several expensive and very public problems. All in all a good plan with a very good stock option.
This Chart forecasts how often a $1M portfolio might be lost. I am testing the Chart format.
The plan was helped greatly by company stock OXY as it was last year . The big difference in the scan Balanced portfolio this year is the inclusion of a large GIC which is the largest holding. Last year it was company stock. The employee portfolio has 51.6% of their money invested in the stock producing a 5yr APR = 14.90% with low risk and positive Sharpe ratio of 0.79. Thats too much for a retiree in my opinion and year-to-date in 2010 the stock is down -0.53% as the oil and gas industry has been hit with several expensive and very public problems. All in all a good plan with a very good stock option.
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