Friday, December 24, 2010

NextEra Energy 401k (RSP) Plan PSDS Scan 12-31-2009



This plan was helped by company stock NEE and the Balanced portfolio invested 5.1% of the portfolio in the stock. The employee portfolio invested 17.4% of their portfolio in the stock and a bit more in the Fidelity stable value fund FMIP2 in the scan. Most BTC index funds are represented by their benchmarks in the scan as they do not have 5yr data posted. The US Debt index fund is represented by FUNDF from the US Government 401k (TSP) plan. All in all a good plan but still a lifeboat Balanced portfolio.

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