Monday, November 8, 2010

Sauer-Danfoss 401k (ESP) Plan PSDS Scan 12-31-2009



This company stock SHS does not have a positive 5yr Sharpe ratio and the Balanced portfolio has the stable value fund SVF.hpx in the scan as its largest holding. The employee portfolio has a less than 3% invested in the stock which is up 134% YTD typical of its high volatility which kills compounding. All in all a good plan with the Schwab Target Date funds represented in the scan by the US Government Lifecycle funds L2010, L2020, L2030 and L2040.

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