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Hembree Student Investment Fund . By: William Curran. Investment Goal The investment goal for this portfolio is to earn current income while positioning for a less volatile market for long term gains. Stock Recommendations. Sanofi -Aventis

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Hembree student investment fund

Hembree Student Investment Fund

By:

William Curran


  • Investment Goal

    • The investment goal for this portfolio is to earn current income while positioning for a less volatile market for long term gains.


Stock recommendations
Stock Recommendations

  • Sanofi-Aventis

    • Healthcare, non-U.S stock, Drug Manufacturers Large Vaule

    • High Dividend Yield 3.9%

  • M&T Bank Corp

    • Financial Services, Banks Regional US, Cyclical, Mid Value

    • High Dividend Yield 3.7%

  • Kimberly Clark

    • Consumer Defensive, Household & Personal Products Classic Growth, Large Core

    • High Yield 4%


Microsoft
Microsoft

  • Technology, Software Infrastructure, Aggressive Growth, Large Core

  • Unrealized Loss of 9.95%

  • Dividend Yeild 3.1%

  • Future Products

    • Windows 8

    • Tablet made by Samsung


Trading recommendations
Trading Recommendations

  • I suggest that these stocks be allowed to stay in the portfolio for at least a year before evaluation

  • I would not set any controls in to cut losses


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