UPS 401k (SP) Plan PSDS Scan 12-31-2010

In January 2009 the UPS 401k Plan added company stock UPS to the Plan. It is now the second largest holding of the employee portfolio. The stock is not in the Balanced portfolio because it does not have a positive 5yr Sharpe ratio. The 3 largest holdings of the Balanced portfolio are the benchmark for the State Street passive bond market index AGG in the scan, STWRX and TIP all 3 are income funds. The employee portfolio largest holding is SVSPX and it has not done well the last 5 years. SVSPX tracks the S&P 500 index. Check the 3D scan image for details on the Balanced portfolio asset allocation. This 401k Plan performance is about average with a healthy looking 3D scan to my eye.