Perrigo company stock PRGO continues to help the Balanced portfolio probably more than is prudent. That portfolio has 14.1% of the portfolio in company stock while the employee portfolio only has 9.4% invested in the stock. That almost never happens. In the 2D scan chart you can see that these two portfolios are very close and I think the employee profolio may be more prudent. If you look at the forward 5yr earnings growth rate WSJ forecast instead of the trailing 5yr growth rate using Ben Graham's formula you will see that the current value of company stock is a bit high. All in all a very good plan helped by company stock to a 5yr Balanced portfolio of APR = 10.03% with a Sharpe ratio of 1.24.
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