Friday, July 22, 2011

DELL 401k Plan PSDS Scan 12-31-2010



The DELL 401k Plan continues to have to deal with losses in company stock DELL which has a 5yr APR = -17.26%. The Balanced portfolio has no company stock and a 5yr APR = 5.48% with a positive Sharpe ratio of 1.37. The employee portfolio still has over 5% of that portfolio in company stock but their largest holdings are AEPGX, PTTRX and AGTHX and the portfolio has a positive 5yr return. A good 401k plan but not a good company stock the last 6 years.

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