Tuesday, November 9, 2010

Quest Diagnostics 401k (PSP) PSDS Scan 12-31-209



This plan continues to be helped by company stock DGX but not as much as last year. It had a good 2009 not as good as 2004. The Balanced fund has 7.9% in the stock and a few more investment options have 5yr positive Sharpe ratios and are in the portfolio. The employee portfolio has 17.9% in the stock which increased their 5yr STD risk but not the APR.

No comments: