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Hembree Student Investment Fund Presentation

Hembree Student Investment Fund Presentation. Hank Rogers. Investment Goal. Income additions Current Future. Asset Allocation Recommendations. Account Holdings 25% in Cash 75% in Equities. Stock Recommendations. Sell. Buy. $12,958 of Johnson & Johnson (JNJ)

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Hembree Student Investment Fund Presentation

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  1. Hembree Student Investment Fund Presentation Hank Rogers

  2. Investment Goal • Income additions • Current • Future

  3. Asset Allocation Recommendations • Account Holdings • 25% in Cash • 75% in Equities

  4. Stock Recommendations Sell Buy $12,958 of Johnson & Johnson (JNJ) $27,400 of Microsoft (MSFT) $23,250 of Sanofi-Aventis (SNY) $15,829 of SPDR Gold Trust (GLD) $35,000 of McDonald’s (MCD) $25,000 of Dollar General (DG) $15,000 of Apple (AAPL)

  5. Stock Recommendations McDonald’s (MCD) 2010: $62.44 to $76.76 (18.66% increase) 2011 (to date): $76.76 to $96.01 (20.05% increase) Dollar General (DG) 2010: $22.43 to $30.67 (26.87% increase) 2011 (to date): $30.67 to $39.63 (22.61% increase) Apple (AAPL) 2010: $210.73 to $322.56 (34.67% increase) 2011 (to date): $322.56 to $390.95 (17.49% increase)

  6. Thank You

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