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The UNM Regents’ Endowment Fund. Presentations to the Investment Advisory Committee Securities Analysts Portfolio Managers December 2, 2013. Regents’ Portfolio Investment Return. Regents ’ Portfolio Value (Nov. 29, 2013): $ 2,362,666.02.

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the unm regents endowment fund

The UNM Regents’ Endowment Fund

Presentations to the Investment Advisory Committee

Securities Analysts

Portfolio Managers

December 2, 2013

regents portfolio investment return
Regents’ Portfolio Investment Return
  • Regents’ Portfolio Value (Nov. 29, 2013): $ 2,362,666.02
regents portfolio holdings november 29 2013
Regents’ Portfolio Holdings (November 29, 2013)

Cash: 1.0%

Long-Term Trend Investments: 14.8%

Sector ETFs (incl. T & VZ):

52.5%

“Legacy” Stocks: 31.7%

long term trend investments as of nov 25
Long-Term Trend Investments (as of Nov. 25)

* Purchased 12/7/2012. ** Purchased 4/30/2013.

tonight s presentations by the portfolio managers six team presentations
Tonight’s Presentations by the Portfolio Managers: Six Team Presentations
  • Buy new E-Commerce Synthetic ETF (Voting Item)
    • Stocks equal-weighted. Total target weight of portfolio: 2.5%
  • Buy new Substitutes Synthetic ETF (Voting Item)
    • Stocks equal-weighted. Total target weight of portfolio: 2.5%
  • Modify our Big Data Synthetic ETF (Voting Item)
    • Stocks equal-weighted. Total target weight of portfolio: 2.5%
  • Modify our Healthcare Staffing Synthetic ETF (Voting Item)
    • Stocks equal-weighted. Total target weight of portfolio: 2.5%
  • Watch new Northern Thaw Synthetic ETF
  • Watch new Casino Lifestyle Synthetic ETF