Tuesday, January 24, 2012

2011 Top 401k Plans Balanced Portfolios


Compass Minerals International repeated this year as top 401k Plan led by company stock CMP producing a Balanced portfolio with a 5yr APR of 15.3% and an amazing 5yr Sharpe ratio of 3.26. Intel also repeats as a top performer again in second place with a very good 5yr Balanced portfolio without company stock. That is even more amazing in my opinion. New Jersey Resources, TERADATA and Range Resources round out the Top 5 performers with NJR and TDC new to the list this year. Although not a company 401k Plan the ProVise Management group in Florida had a model early retirement portfolio that was published in the WSJ on October 5th of 2011 worth considering and of course Stanton & Castleton has retirement portfolios (not just mine) worth considering too.

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