Student Managed Investment Fund
Bucknell University College of Management
by Michael
[wikichart align=”right” ticker=”INDEX:DJI” showannotations=”false” livequote=”true” rollingdate=”6 months” width=”300″ height=”245″]
For the first time in nearly three years, the Dow Jones has closed above 13,000 points. SMIF has positions in several of the equities on the Dow, including American Express, Chevron, GE, Intel, IBM, Coca-Cola, and Verizon.
To date, the SMIF portfolio stands at $936,339.63, aided in part over the last week by Las Vegas Sands, Apple, and Intel.
[WSJ]
by Michael
Access the minutes here
by Michael
In Class Today:
Buy/Hold/Sell Presentations were done by Dave, Lindsey, Brendan, Arvi, Stefanie, Alex, and Gajendra. They recommended, respectively, to Hold Aflac (AFL), Hold BlackRock (BLK), Sell Barclay’s Capital International Treasury Bond Fund (BWX), Hold Chevron (CVX), Hold Diageo (DEO), Hold Ebay (EBAY), and Hold Consolidated Edison (ED).
All votes were completed as recommended except for sell BWX and hold ED, which were moved to the next class meeting.
Access the full class minutes here.