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● Marsha Hayes ● Colton Rainwater ●

Hembree Student Investment Fund. ● Marsha Hayes ● Colton Rainwater ●. Investment Goal. The fund investment objective is long term growth of capital. Asset Allocation. Asset Allocation. Portfolio Changes. Keep : 200 shares of Johnson & Johnson add 200 more shares

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● Marsha Hayes ● Colton Rainwater ●

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  1. Hembree Student Investment Fund ● Marsha Hayes ● Colton Rainwater ●

  2. Investment Goal The fund investment objective is long term growth of capital

  3. Asset Allocation

  4. Asset Allocation

  5. Portfolio Changes • Keep: • 200 shares of Johnson & Johnson • add 200 more shares • 100 shares of SPDR Gold Trust • Remove: • 1,000 shares of Microsoft Corporation • 600 shares of Sanofi-Aventis_FTW

  6. Proposed Portfolio

  7. Why We Kept • JNJ • Good past performance in HSIF • “Model of stable shareholder returns” (Smith, Nov. 29, 2011) • Increased dividends consistently for 49 years (Smith, Nov. 29, 2011) • SPDR • Good past performance in HSIF • Ranked “this stock a Buy” by Wall St. Cheat Sheet on December 5th(Cramer, Dec. 5, 2011)

  8. Why We Chose MAKO

  9. Why We Chose LOW Had 19.8% Return on Investment during Stock-Trak simulation project

  10. Why We Chose BIDU • Largest Search Engine in China • 78% Baidu market share in China • 18% Google market share in China • Revenue increased 80% in Q3 over 2010’s Q3 • Well-Managed, Profitable, & Great Cash-Flow

  11. Updated Portfolio

  12. Works Cited • Cramer, J. (2011). Jim Cramer Stock Watch: December 5th Stock Picks. Retrieved December 6, 2011, from http://finance.yahoo.com/ news/Jim-Cramer-Stock-Watch-wscheats-3201050122.html?x=0 • Meier, D. (2011). Why I Am Buying MAKO Surgical. Retrieved December 6, 2011, from http://www.fool.com/investing/high- growth/2011/12/01/why -i-am-buying-mako-surgical.aspx • Motley Fool Rule Breakers. Retrieved December 6, 2011, from http://boards.fool.com/1069/risk-rating-for-baidu- 28564618.aspx?sort=whole#29450160 • Smith, A. (2011). 3 Bargain Dividends Investors Should Buy Today. Retrieved December 6, 2011, from http://www.fool.com/investing/ dividends- income/2011/11/29/3- bargain-dividends-investors- should-buy-today.aspx

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