Company stock SAI only has 4yr data but it would most likely not have a positve 5yr Sharpe ratio based on 4.2 yr data and so would not be in the Balanced portfolio. The Balanced portfolio has improved over last year and has little volatility. The employee portfolio has company stock as its largest holding at 25.1% which increases portfolio volatility. The Balanced portfolio three largest holdings are bond funds PTTRX and VBISX and a money market fund VMMXX. All in all a good plan with mostly Vanguard investment options.
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