Monday, February 14, 2011

Edwards Lifesciences 401k (SIP) Plan PSDS Scan 12-31-2010




This plan also continues to be helped by company stock EW and the Balanced portfolio invested 17.0% of the portfolio in the stock and the employees have 22.5% of the plan in company stock. The company is located in Irvine not too far from UCI and I spent a bit more time on this scan than most. In particular I added a contour plot of to the 3D scan images to better see what the design space surface looks like in a "plan view". The SEC 11-k report did not have detailed asset allocation data by fund and a uniform portfolio was posted for comparison purposes. The stock is a bit too volatile for me but I have several UCI graduates among my children and grandchildren.

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