Student Managed Investment Fund

Bucknell University College of Management

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February 16, 2012 by Michael

February 16, 2012 Minutes

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Minutes+2-16.doc

Filed Under: Admin Tagged With: econ-report, nsc, pitch, vde

February 14, 2012 by Michael

February 14, 2012 Minutes

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Minutes+2-14.doc

Filed Under: Admin Tagged With: aapl, accounting-report, alxn, bhs, corn, fstr, MOS, soyb

February 9, 2012 by Michael

February 9, 2012 Minutes

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Minutes+2-9.doc

Filed Under: Admin Tagged With: asset allocation, commodities, consumer-staples, energy, materials, nyc trip, sector allocation, Sectors, utilities

February 7, 2012 by Michael

February 7, 2012 Minutes

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Minutes+2-7.doc

Filed Under: Admin Tagged With: accounting-report, asset allocation, commodities, fixed income, materials, reit, Sectors, telecoms, utilities

February 2, 2012 by Michael

Feb 1, 2012 Minutes

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Minutes+2-2.doc

Filed Under: Admin Tagged With: asset allocation, consumer-discretionary, consumer-staples, energy, financials, healthcare, industrials, infotech, Sectors

January 31, 2012 by Michael

January 31, 2012 Minutes

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Minutes+1-31.doc

Filed Under: Admin Tagged With: accounting-report, econ-report

January 26, 2012 by Michael

Jan 26, 2012 Minutes

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Minutes+1-26

Filed Under: Admin Tagged With: afl, bhs, cvx, ibm, Minutes, nke, pg, slj, sna, vti, vz

January 24, 2012 by Michael

January 24, 2012

Today in Class: We discussed the online presence of SMIF (on Twitter, Facebook, and this website), heard the accounting report, discussed filling out sectors with ETFs, and presented additional Buy/Hold/Sells.

Accounting Report, click here for full report.  Notably we were called out on AFL and EBAY and are currently holding over 55% of the portfolio in cash.

Buy/Hold/Sells

  • EMB by Tom: Hold
  • VTR by Alec: Hold
  • AAPL by Arvi: Hold
  • AXP by Vince: Hold
  • FSTR by Ryan: Hold
  • TIP by Brendan: Hold
  • BMY by Oliver: Hold
  • DEO by Stefanie: Hold
  • INTC by Jordan: Hold
  • KO by Erin: Hold
  • LVS by Erin: Hold
  • BLK by Lindsay: Hold.  The class also decided to sell (20-0-1) April $195 calls.
  • UPS by Jeff: Sell.  The class voted to sell (21-0) all shares at $74.98.  This decision was reached due to worries about Europe and Asia, influenced in part by the IMF’s recent forecast of growth cuts globally.
  • GLD by Will: Hold
  • SCCO by Will: Hold

Read full minutes here: 1-24-12AM and 1-24-12PM

Filed Under: Admin Tagged With: aapl, accounting-report, axp, bhs, blk, blog, bmy, deo, emb, etfs, facebook, fstr, gld, intc, ko, lvs, scco, tip, twitter, ups, vtr

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About SMIF

The Student Managed Investment Fund (SMIF) is a two-semester experiential course in which a select group of Bucknell University seniors manages approximately $3 million of Bucknell’s endowment. The course exposes students to the intellectual and practical challenges of running a small investment company. This year SMIF continues with the mentorship of Professors Curtis Nicholls and Frank Schreiner at the helm.

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