The Lubrizol plan was helped again this year by company stock LZ which has double digit 3yr, 5yr and 10yr returns. The Balanced portfolio invested 6.9% of the portfolio in the stock and the employee portfolio has it as their second largest holding. All of the investment options except GSTIF are in the Balanced portfolio. Interesting. The only change in the scan was the retirement of L2010 by the US Government TSP plan and it was replaced in the scan by STNRX. The only negative is LZ volatility which is always high but the 3yr, 5yr and 10yr Sharpe ratios are positive.
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