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Fall 2006

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					Portfolio Management
       Presents
“MARCHING FORWARD”
       2006
 Cameron is marching forward into its
centennial year.

 As a Portfolio Management class, we are
marching in step by continuing to generate
monetary resources through stocks and
bonds.
         Cumulative Bond Returns
                 Portfolio   LBAG

6.00%
5.00%
4.00%
3.00%
2.00%
1.00%
0.00%
        Jul-06    Aug-06     Sep-06   Oct-06
Stock Portfolio Milestones

Beat the market by 1.19%

Reached the $200,000
milestone

Original contribution
amount doubled
               Bonds Trashed
Daimler Chrysler              Phillip Morris
             STOCKS SOLD



               100 Shares
10 Shares                   225 Shares




150 Shares
               100 Shares   100 Shares
             Thanks to our Brokers!

Mike Dixon                        Howard Styron

Lance Wade                            Lance Smith

King Wiggins                    Brendan Wolverton
SPECIAL GUESTS

  John Cardoza

   Jon Bowers
Client: Cameron Foundation



           Task: Evaluate Dr.
           T.K.’s performance
           INCREDIBLE BLUNDERS
Two issuers exceeded 5%

Five issues exceeded 3%

Six bonds below investment grade

Total junk bonds exceeded 10% of the
fixed income portfolio
               Bonds    Lehman    Inflation + 3%

20%

15%

10%

 5%

 0%

-5%

-10%
       93- 94- 95- 96- 97- 98- 99- 00- 01- 02- 03- 04- 05-
       94 95 96 97 98 99 00 01 02 03 04 05 06
Equity section of the
Foundation
outperformed the S&P
500 9 of 13 years

Target goal to
outperform inflation by
6% was successful in 6
of the 13 years
Annual return for equity
portfolio 11.5%

Annual return of S&P 500
10.9%

No investment guidelines were
violated by portfolio manager
BCE
Dollar General
Fannie Mae
Halliburton
Merck & Company
Motorola
Sony Corporation
Southwest Airlines
Verizon
Fidelity Blue Chip Growth Fund

Fidelity Magellan Fund
7.80%
7.60%
7.40%
7.20%                                        Dr. T.K.’s
7.00%                                        selection uncertain
6.80%
                                                -Outperform
                                             the benchmarks
6.60%
6.40%
6.20%
6.00%
                   B
        Po




                            In
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                                        +4
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                                         %
Dr. TK is one versed with
“incredible luck” & we
hope for it to continue

Expert manager or
expert in luck?
We hope you enjoyed tonight’s presentation.
       Thank You all for being here.



          The End

				
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posted:10/8/2011
language:English
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