Access minutes here: Minutes+2-14.doc …
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 …
October 4, 2011
Today in Class: The layout of the Fall 2011 Newsletter was discussed and the publish date was set for November 1, 2011. Sector Reports Healthcare (Holdings: CELG, TEVA, BMY) - BMY and CELG …
Industrial Sector Update
Holdings: GE, FSTR, UPS Industrials has been under-performing the S&P 500 since mid-summer. We feel this slowdown is temporary and expect a positive long-term trend by Q2 2012. Until …
September 15, 2011
Today in Class: New procedures for taking and approving minutes were implemented to increase value for our stakeholders. The accounting committee presented that the beta of our portfolio was 0.61 …
September 6, 2011
In Class Today: The Accounting committee reported that the fund currently was overweight financials and due to the current market conditions this position was inadvisable. The BWX discussion from …