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Portfolio Management Presents

Portfolio Management Presents. “MARCHING FORWARD” 2006. Cameron is marching forward into its centennial year. As a Portfolio Management class, we are marching in step by continuing to generate monetary resources through stocks and bonds. Cumulative Bond Returns.

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Portfolio Management Presents

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  1. Portfolio ManagementPresents “MARCHING FORWARD” 2006

  2. Cameron is marching forward into its centennial year. • As a Portfolio Management class, we are marching in step by continuing to generate monetary resources through stocks and bonds.

  3. Cumulative Bond Returns

  4. Stock Portfolio Milestones • Beat the market by 1.19% • Reached the $200,000 milestone • Original contribution amount doubled

  5. Bonds Trashed • Daimler Chrysler • Phillip Morris

  6. STOCKS SOLD 100 Shares 10 Shares 225 Shares 150 Shares 100 Shares 100 Shares

  7. Thanks to our Brokers! Mike Dixon Howard Styron Lance Wade Lance Smith King Wiggins Brendan Wolverton

  8. SPECIAL GUESTS John Cardoza Jon Bowers

  9. Client: Cameron Foundation Task: Evaluate Dr. T.K.’s performance

  10. INCREDIBLE BLUNDERS • Two issuers exceeded 5% • Five issues exceeded 3% • Six bonds below investment grade • Total junk bonds exceeded 10% of the fixed income portfolio

  11. Equity section of the Foundation outperformed the S&P 500 9 of 13 years • Target goal to outperform inflation by 6% was successful in 6 of the 13 years

  12. Annual return for equity portfolio 11.5% • Annual return of S&P 500 10.9% • No investment guidelines were violated by portfolio manager

  13. BCE Dollar General Fannie Mae Halliburton Merck & Company Motorola Sony Corporation Southwest Airlines Verizon

  14. Fidelity Blue Chip Growth Fund • Fidelity Magellan Fund

  15. Dr. T.K.’s selection uncertain • -Outperform the benchmarks

  16. Dr. TK is one versed with “incredible luck” & we hope for it to continue • Expert manager or expert in luck?

  17. The End We hope you enjoyed tonight’s presentation. Thank You all for being here.

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