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Investments. Roger Evans Rose Lowery. Sectors. 30% ($150,000) Health-care -Johnson & Johnson 30% ($150,000) Consumer Defensive -Nestle 60% ($200,000) Cash. Johnson & Johnson. Industry- Drug Manufacturing Stock Type- Slow Growth Stock Style- Large Core Invest $150,000
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Investments Roger Evans Rose Lowery
Sectors • 30% ($150,000) Health-care -Johnson & Johnson • 30% ($150,000) Consumer Defensive -Nestle • 60% ($200,000) Cash
Johnson & Johnson • Industry- Drug Manufacturing • Stock Type- Slow Growth • Stock Style- Large Core • Invest $150,000 • 1,780 shares @ $71.19/share • Hold Indefinitely • Unless severe decline occurs
Nestle • Industry- Packaged Foods • Stock Type- * • Stock Style- Large Core • Invest $150,000 • 2,107 shares @ $71.19/share • Hold Indefinitely • Unless severe decline occurs
Cites • Johnson & Johnson. (n.d.). Retrieved 5 2013, from Yahoo Finanace: http://finance.yahoo.com/q?s=jnj&ql=1 • Johnson & Johnson. (n.d.). Retrieved 5 2013, from Morninstar: http://quotes.morningstar.com/stock/s?t=JNJ • Nestle. (n.d.). Retrieved 5 2013, from Yahoo Finance: http://finance.yahoo.com/q?s=NSRGY&ql=0 • Nestle . (n.d.). Retrieved 5 2013, from Morningstar: http://quotes.morningstar.com/stock/nsrgy/s?t=NSRGY