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H.L. Hembree Fund Presentation: Strategies for Asset Allocation and Risk Reduction

In this presentation by Jacob Wilson, explore the H.L. Hembree Fund's strategic approach to managing current assets in a declining stock environment. The focus is on minimizing risk while generating the highest possible profits through broad asset allocation. Key objectives include generating income to purchase additional assets and a targeted reduction of reliance on certain declining stocks. Highlighted recommendations include maintaining a strong position in Microsoft and a substantial stake in Sanofi-Aventis FTW. This strategy aims to optimize returns and strengthen the fund's overall financial health.

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H.L. Hembree Fund Presentation: Strategies for Asset Allocation and Risk Reduction

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Presentation Transcript

  1. H.L. Hembree Fund Presentation by Jacob Wilson

  2. Current Assets

  3. Reduce Declining Stocks • Minimize the lowest risk • Generate Highest Profit • Broad Asset Allocation Investment Objectives

  4. The main objective here is it to generate income to purchase other assets and reduce the risk of remaining in certain stocks. • All of Microsoft • Half of Sanofi-Aventis_FTW • Which frees up approximately $39,025.00 Reducing Declining Stock

  5. Stock Recommendation

  6. The End!

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