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Hembree Student Investment Fund

Hembree Student Investment Fund. Presented for Mr. & Mrs. H.L. Hembree By Taylor Shaddy & Jessie Zamaripas. Investment Goals. Long-term growth of capital Diversified portfolio Out perform S&P 500. Current Status. Net worth - $ 101,659 Growth since started - 1.66%

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Hembree Student Investment Fund

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  1. Hembree Student Investment Fund Presented for Mr. & Mrs. H.L. Hembree By Taylor Shaddy & Jessie Zamaripas

  2. Investment Goals Long-term growth of capital Diversified portfolio Out perform S&P 500

  3. Current Status • Net worth - $ 101,659 • Growth since started - 1.66% • Growth since last period- 1.42% • Expected annual cashflow- $1,927

  4. Current Student Fund

  5. Stock Screeners • Large cash reserves • Well established companies • Low-moderate volatility

  6. Changes we will make • Get rid of Microsoft & Sanofi-Aventis • Acquire Apple, Ge, and Amazon • Add shares of GLD

  7. New Student Fund for 2012

  8. Asset Allocation

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