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COME ALONG WITH US FOR OUR TRAVELS ALONG THE YELLOW BRICK ROAD

COME ALONG WITH US FOR OUR TRAVELS ALONG THE YELLOW BRICK ROAD. Greenspan’s interest rate hikes have hit us like a series of tornadoes. Decimating 25% of our bond portfolio. Tornados are on the rise. Tornados are on the rise. Accomplishments along the way.

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COME ALONG WITH US FOR OUR TRAVELS ALONG THE YELLOW BRICK ROAD

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  1. COME ALONG WITH US FOR OUR TRAVELS ALONG THE YELLOW BRICK ROAD

  2. Greenspan’s interest rate hikes have hit us like a series of tornadoes

  3. Decimating 25% of our bond portfolio.

  4. Tornados are on the rise Tornados are on the rise

  5. Accomplishments along the way • Cumulative profits since 1988 are approximately • $275,000 • We have distributed nearly $160,000 to the C.U. • Foundation • We have established two endowed lectureships • We have established an endowed scholarship fund • to which we have contributed $40,000

  6. Interest rates are going to Increase • Sell bonds quickly!!!!! • Get rid of bonds below 5%YTM

  7. BONDS THAT WERE LEFT BEHIND IN THE HAUNTED FOREST • Boeing Capital Corp •      Burlington Resources •      Citigroup •      Dow Chemical •      General Electric •      Halliburton •      IBM •      Nabisco •      New Plan Excel •      Pennzoil •      Transamerica

  8. WE WOULD LIKE TO THANK THE MUNCHKINS FOR HELPING US!!!

  9. OH, I MEANT TO SAY OUR BROKERS • Lance Wade— Atkinson, Wade, & Associates • King Wiggins—Guarantee State Bank • Mike Dixon—The Investment Center • Lance Smith—Raymond James • Howard Styron—BancFirst

  10. The Bears and Bulls take a journey in our Equity Forest

  11. STOCKS SOLD Name Quantity Outback Steakhouse 100 Pier 1 Imports 190 Novell 100

  12. STOCKS BOUGHT Name Quantity Bed, Bath & Beyond 100 Home Depot 100 Southwest Airlines 200

  13. Stock Performance VS S&P 500

  14. Certificate of Deposit MutualFunds Futures IRA ? Stocks = Bonds Vacations Financial Tornado Retirement Home Financial Freedom

  15. Wizard of Oz

  16. EMERALD CITY

  17. Thanks for everyone who helped us along the Yellow Brick Road!

  18. Greenspan, the Bulls, and the Bears! Oh My! The Client

  19. There is no place like Cameron University!

  20. Have courage to follow your dreams.

  21. THE WIZARD OF CAMERON

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