Saturday, July 19, 2014

Snap-on Inc. 401k Plan PSDS Scan 12-31-2013

This 401k Plan has good to very good investment options but is not well diversified. The Portfolio Design Ratio is very small, PDR = 0.09, and the Balanced portfolio volatility doubles when corrected for covariance.  Even so the Balanced Portfolio
APR = 16.64% and a PSR = 1.64 for the last 5yrs is great. 



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