Wednesday, January 18, 2012

Boeing 401k (VIP) Plan PSDS Scan 12-31-2011



Boeing's 401k Plan Balanced portfolio was not helped by company stock this year because it has a negative 5 year Sharpe ratio. The stock BA was up 15% in 2011 but it was up 28% in 2007 and the 5yr APR came down in spite of a good 2011. That can be confusing. In the scan the stable value fund is still FUNDG and the investment options in the scan are the same as last year with 2 exceptions. The short-term investment option is SHY and the global equity option is VHGEX. These are better proxies than STIF and WGEF used last year in my opinion. All in all a good plan but company stock BA is still recovering from 2008.

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