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H.L. Hembree Student Investment Fund

H.L. Hembree Student Investment Fund. Investment goal: Long term growth of capital with a view to provide scholarships for future students. Fund Style: Large-Cap growth Benchmark: S&P 500. Stuart Reid Payton Place. H.L. Hembree Student Investment Fund. Current Positions

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H.L. Hembree Student Investment Fund

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  1. H.L. Hembree Student Investment Fund • Investment goal: Long term growth of capital with a view to provide scholarships for future students. • Fund Style: Large-Cap growth • Benchmark: S&P 500 Stuart Reid Payton Place

  2. H.L. Hembree Student Investment Fund • Current Positions • Cash $22,000 • Equities • Microsoft (MSFT) 1000 @ $25.50 = $25,500 • Sanofi(SNY) 600 @ $35.60 = $21,360 • Johnson & Johnson (JNJ) 200 @ $64.50 = $12,900 • Exchange Traded Funds • Gold ETF (GLD) 100 @ $170.00 = $17,000 • Total $98,760

  3. H.L. Hembree Student Investment Fund • Internal Changes to Student Investment Fund • Sell Microsoft • Sell Sanofi • Hold Johnson & Johnson • Hold Gold ETF

  4. H.L. Hembree Student Investment Fund • External Changes to Student Investment Fund • Buy Exxon-Mobil (XOM) 250 @ $81.00 = $20,250 • Buy McDonalds (MCD) 200@ $96.00 = $19,200 • Buy Biogen (BIIB) 200@ $111.00 = $22,200 • Total $61,650

  5. H.L. Hembree Student Investment Fund • New Asset Allocation: • Cash $7,210 • Equities • Exxon-Mobil (XOM) 250 @ $81.00 = $20,250 • McDonalds (MCD) 200 @ $96.00 = $19,200 • Biogen(BIIB) 200 @$111.00 = $22,200 • Johnson & Johnson (JNJ) 200 @ $64.50 = $12,900 • Exchange Traded Funds • Gold ETF (GLD) 100 @ $170.00 = $17,000 • Total $98,760

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