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Investment Strategy Overview: Mini-Fund Portfolio Allocation and Key Asset Insights

This investment strategy outlines a mini-fund portfolio managed by Emily Bridges and Samantha McKelvy, allocating $500,000 across equities, fixed income, and cash. The portfolio consists of 60% in equity ($300,000), including 1,000 shares of Cigna Corp (CI) and Chevron Corp (CVX), chosen for their stability. A 30% allocation to fixed income ($150,000) focuses on bonds to reduce risk, while 10% is kept in cash for liquidity. This strategy aims for positive growth and capital preservation, with clear entry and exit points for equity investments.

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Investment Strategy Overview: Mini-Fund Portfolio Allocation and Key Asset Insights

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  1. Mini-Fund Portfolio Emily Bridges Samantha McKelvy

  2. Allocation of Capital • 60% Equity or $300,000 • It has the highest rate of return • 30% Fixed Income or $150,000 • Gives small investors access to professionally managed, diversified portfolios • 10% Cash or $50,000 • 50 bonds @ $1,000 each because there is low interest rates or inflation risk and zero chance of default

  3. Health Care • Cigna Corp-(CI)- A global healthcare management company that provides administrative services. • Invest 1000 shares @ 65.38 per share to equal 65,380 • Will hold the position for several months due to it being a stable sector

  4. Will recommend selling if price per share drops to $40 per share or if price per share increases to $80 per share

  5. Energy • Chevron Corp.-(CVX)-an American multinational energy corporation in the United States. • Invest 1000 shares @ $120.27 to equal $120,270 • Will hold shares for several months due to it being a “blue chip”, which means it will perform well in good times or in bad times

  6. Would recommend to sell stock when price per share drops to $98 per share or if the price per share increases $125 per share

  7. Future Outcome • Since we invested in “blue chip” industries which will perform in good times and bad, then we should be able to have a positive growth trajectory and preserve our capital after we leave at the end of the year.

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