As of 11/16, the SMIF Portfolio is holding an asset allocation of 2.55% Cash, 11.87% Fixed Income, and 85.62% Equity. This asset allocation has been fairly in line with the tactical benchmark we set at the beginning of the semester  (87.5% Equity and 12.5% Fixed Income.) However, currently we have a larger than normal cash…

On Tuesday Nov. 15, the SMIF class had the pleasure of hearing some remarks from Susan Lattman, the CFO of Bed, Bath, & Beyond (BBBY). Lattman has been with BBBY for 20 years, having served in a variety of other positions before assuming the role of CFO & Treasurer in 2014. Before starting with BBBY…

Prior to the election, most experts and economists on Wall St. felt that a Clinton victory would be more favorable (than a Trump victory) to the Market. This can be attributed to the fact that the Market hates uncertainty and it was thought that Clinton’s proposed policies were more predictable than those of Trump. In…