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Brittany Christian

Brittany Christian. Investments Dr. Wu TR 11:00am. Scope. $500,000 mini fund Preserve capital at the end of 1 year The capital must be on a growth trajectory for the following years. Equity. Long Positions Proctor and Gamble (PG) - NYSE The Coke-Cola Company (KO) - NYSE

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Brittany Christian

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  1. Brittany Christian Investments Dr. Wu TR 11:00am

  2. Scope • $500,000 mini fund • Preserve capital at the end of 1 year • The capital must be on a growth trajectory for the following years

  3. Equity Long Positions • Proctor and Gamble (PG) - NYSE • The Coke-Cola Company (KO) - NYSE Short Positions • JPMorgan & Chase (JPM) - NYSE • Bank of America (BAC) - NYSE Consumer Goods Financials

  4. Short • Why short JPM and BAC? • Financial sectors • Potential economic crash forecaseted • Bear Shark Trend • ‘W’ shape • http://www.investing.com/analysis/fins-in-the-shark-tank-164993

  5. Long • Why take a long position in PG and KO? • PG and KO are Consumer Goods • Currently a mixed economy with possibilities for a crash • Safe, along with Utilities and Healthcare sectors

  6. Commodity • US Sugar No11 Futures - Jul 13 (SBN3) • Demand will be high by July due to an increase in demand for frozen treats such as ice cream • This demand will only increase the price a little, as ample supply is in store for this commodity, holding the price increase back from it’s full potential. economictimes.com 100% Bull market on Investing.com

  7. Commodity • To take advantage of this small price increase, I would suggest purchasing a large amount of contracts

  8. Fixed Income – Mutual Funds

  9. Ending Balance It is possible to turn $0.5 million into $4 million, and with a Mutual Fund, the capital will continue to grow in the following years to come.

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