Student Managed Investment Fund

Bucknell University College of Management

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February 28, 2012 by Michael

Dow Jones above 13,000

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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]

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January 26, 2012 by Michael

Jan 26, 2012 Minutes

Access the minutes here

Minutes+1-26

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September 2, 2011 by Michael

September 1, 2011

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.

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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 $1.6 million of Bucknell's endowment. The course exposes students to the intellectual and practical challenges of running a small investment company. This year SMIF has a change of mentorship, with Professor Curtis Nicholls and Frank Schreiner at the helm for the first time.

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