The first stock pitch of the year! On Tuesday, November 29, Austin Marcus pitched CSX, a class 1 American railroad company headquartered in Jacksonville, Florida. CSX has 21,000 route miles of rail, located primarily on the East Coast. They transport everything from agricultural products to forest products, coal, and intermodal containers. As…

The SMIF class has examined current market conditions and after extensively evaluating potential upcoming headwinds and tailwinds for the market, we have come to a consensus for key indicator projections for the close of Q2 2017. We are currently seeing an upward movement across all major U.S market indexes reaching new highs as investors adjust…

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…