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Mini Fund Project

Mini Fund Project. Chance Locklear Jessica White. Mini Fund Project. Asset allocation: Stocks – 50% Believe that stocks will continue their bullish state. Fixed Income – 20% Hedge risk and earn a constant return. Mini Fund Project. Commodities – 20% Speculation strategy. Cash – 10%

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Mini Fund Project

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  1. Mini Fund Project Chance Locklear Jessica White

  2. Mini Fund Project • Asset allocation: • Stocks – 50% • Believe that stocks will continue their bullish state. • Fixed Income – 20% • Hedge risk and earn a constant return.

  3. Mini Fund Project • Commodities – 20% • Speculation strategy. • Cash – 10% • Ability to realize opportunities and sustain financial losses.

  4. Mini Fund Project • Sector Selection: • We believe the economy has past the trough of contraction • As it enters into expansion, several sectors will thrive during this time of the cycle

  5. Mini Fund Project • Sectors we will choose to overweight include the financial sector, industrial goods, technology, and consumer durables. • The financial sector should see a rise in loans and consumer spending. • Industrial goods will be impacted by construction. • Technology will see increases due to company’s upgrading. • Consumer durables will increase because of consumer spending.

  6. Mini Fund Project • Sectors we will choose to underweight include health care and food industries. • Health care will likely experience a major impact from new laws. However, we wish to realize potential gains available. • Food industries shouldn’t see a dramatic decrease so we will seize the opportunity to realize potential gains.

  7. Mini Fund Project • Company profiles: • Fluor (FL) is in the industrial goods sector. • It is a construction company that also specializes in project management, maintenance, construction, and other services. • The company is international with operations in several countries. • Revenue has continuously increased over past 3 years, with a 17% increase over the past year.

  8. Mini Fund Project • Dividend payout is $0.64. • Has a large cash reserve of over $2 million. • We would be willing to buy at the current price level, $56.38. • Analysts predict the stock price to rise to $75.06. • We would be willing to sell midway at $65.

  9. Mini Fund Project • Morgan Stanley (MS) is in the financial sector. • It is an investment company that provides financial advisory services, security investments, lending services, and several other financial services. • The company operates around the U.S. with a wide range of opportunities. • Revenue has just recently seen a sharp decline, nearly a $6 million change from last year.

  10. Mini Fund Project • Dividend payout is $0.20. • Cash reserve is very large at $180 million. • We would be willing to buy at the current price level, $21.40. • Analysts predict the stock to rise to $24.19. • We believe the stock will rise higher during the expansion period but would be willing to sell at this level.

  11. Mini Fund Project Our decisions were made in the belief that the economy will rise into the expansion cycle. We believe the best sectors to invest in include financial, industrial goods, and technology. Both of our company profiles present organizations that are in one of these sectors.

  12. Mini Fund Project

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