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Hembree Student Investment Fund

Hembree Student Investment Fund . By: William Curran. Investment Goal The investment goal for this portfolio is to earn current income while positioning for a less volatile market for long term gains. Stock Recommendations. Sanofi -Aventis

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Hembree Student Investment Fund

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  1. Hembree Student Investment Fund By: William Curran

  2. Investment Goal • The investment goal for this portfolio is to earn current income while positioning for a less volatile market for long term gains.

  3. Stock Recommendations • Sanofi-Aventis • Healthcare, non-U.S stock, Drug Manufacturers Large Vaule • High Dividend Yield 3.9% • M&T Bank Corp • Financial Services, Banks Regional US, Cyclical, Mid Value • High Dividend Yield 3.7% • Kimberly Clark • Consumer Defensive, Household & Personal Products Classic Growth, Large Core • High Yield 4%

  4. Microsoft • Technology, Software Infrastructure, Aggressive Growth, Large Core • Unrealized Loss of 9.95% • Dividend Yeild 3.1% • Future Products • Windows 8 • Tablet made by Samsung

  5. Trading Recommendations • I suggest that these stocks be allowed to stay in the portfolio for at least a year before evaluation • I would not set any controls in to cut losses

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