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Hembree Student Investment Fund

Hembree Student Investment Fund. Presented by: Merissa Wiand Song Thao. Investment Goal. The fund investment goal is: Current income Long-term capital appreciation Focus on stocks that have high paying dividends Main concern is the growth. Asset Allocation Recommendations.

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Hembree Student Investment Fund

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  1. Hembree Student Investment Fund Presented by: Merissa Wiand Song Thao

  2. Investment Goal • The fund investment goal is: • Current income • Long-term capital appreciation • Focus on stocks that have high paying dividends • Main concern is the growth

  3. Asset Allocation Recommendations

  4. Stock Recommendations • Sell 500 shares of Microsoft (MSFT)at $27.40 • $13,700 • Buy 185 shares of Chevron (CVX) at $102.82 • Buy 284 shares of Coca-Cola Co. (KO) at $66.68

  5. Reasons • Why Cheveron? • Strong Buy • Dividend Rate/Share= $3.24 • Dividends continue to increase • Good for conservative income-oriented investors • 12 month target price of $132 • Why Coca-Cola? • Strong Buy • Dividend Rate/Sahre= $1.88 • Low Risk • Earnings are strong • Rising unit case volume • Global focus • Dividends continue to increase • Good for conservative income-oriented investors

  6. Trading Recommendations • Look at portfolio every semester • Each class has a chance to suggest changes if needed • Or any good opportunity

  7. Asset Allocation Breakdown

  8. The End. Thank you!

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