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Investment Portfolio

Transcript: U.S. Treasury Bond Moderate Risk Investments: 03/23/2011 800-WACHOVIA "Wachovia is now part of Wells Fargo. Together, we’re one of North America’s largest and most diverse financial services companies with a legendary reputation for strength and stability, offering more convenience and resources to help you reach your financial goals. We can serve you through more than 11,000 stores, over 12,000 ATMs, the Internet and other distribution channels across North America and internationally." Type: Checking account Expected rate of return: 0% profit Minimum Investment Required: $100 My interest was drawn to the Wachovia Bank Checking Account as an investment because of the convenience. Unlike my other investments, one can withdraw their money at their will. However, this account will earn no money and fees may apply. Source: Wachovia Bank Checking Account Ronald M. Shaich Executive Chairman of the Board 6170 Clayton Road Richmond Heights, MO 63117 "Panera Bread Company (Panera Bread) along with its subsidiaries is a national bakery-cafe concept with 1,380 Company-owned and franchise-operated bakery-cafe locations in 40 states and in Ontario, Canada. The Company operates under the Panera Bread, Saint Louis Bread Co. and Paradise Bakery & Café trademark names. The Company operates in three business segments: Company bakery-cafe operations, franchise operations and fresh dough operations." Type: Stock Expected rate of return: 7.23% profit Minimum required investment: $116.85 My interest was first drawn to this stock from reading Michael Brush's article on MSN, "19 Solid Stocks On Sale". Brush recomends Panera Bread under his "retail stocks" column. Panera Bread is a successful coorperation with franchises around the nation. The stock price is currently down, but is expected to rise again soon. Now would be the perfect opportunity to purchase a Panera Bread stock. Source: One may purchase a CD by mail, in person at a Wachovia Bank, or by phone. 800-WACHOVIA "Wachovia is now part of Wells Fargo. Together, we’re one of North America’s largest and most diverse financial services companies with a legendary reputation for strength and stability, offering more convenience and resources to help you reach your financial goals. We can serve you through more than 11,000 stores, over 12,000 ATMs, the Internet and other distribution channels across North America and internationally." Type: Certificate of Deposit Expected rate of return: 1.01% profit Minimum Investment Required: $5, 000 I choose this investment because it is a safe investment that is insured by the FDIC. The return is small, but the maturity time is short at only 33 months. Source: 363 North Sam Houston Parkway Suite 1200 Houston, TX 77060 "Ultra Petroleum Corp. (Ultra) is an independent oil and gas company engaged in the development, production, operation, exploration and acquisition of oil and natural gas properties. The Company’s operations are primarily located in the Green River Basin of southwest Wyoming and in the north-central Pennsylvania area of the Appalachian Basin." Type: Stock Expected rate of return: 47.42% Minimum required investment: $47.91 I thought the Ulthra Pertroleum Stock would be a good investment because of the ever-increasing need for oil. Over time, the value of this stock has steadily increased, and I think it would continue to increase. Source: High Risk Investments: Wachovia Bank CD T.Rowe Price High Yield FD Inc Mutual Fund Samantha's Investment Portfolio T. Rowe Price Address 100 E Pratt Street Baltimore, MD 21202 "The fund was incepted in December 1984 and is managed by T.Rowe Price Associates. This fund's main objective is high current income and, secondarily, capital appreciation. The fund normally invests at least 80% of its total assets in a diversified portfolio of high-yield corporate, or 'junk,' bonds, income-producing convertible securities, and preferred stocks." Type: Mutual Fund Expected rate of return: 7.13% profit Minimum Investment Required: $2, 500 My interest was first drawn to this mutual fund when I read an article called "Top 5 High Yield Mutual Funds". This article was written by Zacks Investment Research and T.Rowe Price is listed as the third highest yield. Source: Panera Bread Stock Ultra Petroleum Stock Low Risk Investments: These savings bonds can be purchased online on an application called "TreasuryDirect". "The U.S. government borrows money by issuing debt securities through the U.S. Treasury. The Treasury market is widely followed as an indicator for interest rates and investors purchase Treasury bonds for the risk free interest they pay." Type: Bond

Portfolio Investment Presentation

Transcript: ZhaoGroup2 Lessons Learned Chevron Corp (CVX) Murphy Oil (MUR) Freeport McMoran (FCX) Continued improvement in US economy Weak foreign economic growth Momentum in Chinese economy Ultimately stagnated global economic growth Key Sector Decisions Financials Citigroup (C) JP Morgan Chase & Co (JPM) American Tower (AMT) Industrials Strong Buy by S&P 500 Beta = 1.36 Strong sequential loan growth in the 4th quarter of 2012 rebound in investment banking Potential problems: LIBOR scandal, mortgage-backed securities very strong buy according to S&P beta = 0.8 high dividend rate Asset Allocation Employment Cost Index: Compensation rose 1.9%,Wages & Salaries rose 1.7%, Benefit Cost rose 2.5% in 2012 90% of funds vested in equities Equities split into 3 outperforming sectors 2% S&P 500 ETF to mark progress 5% cash to maintain liquidity needs No bonds, due to low interest rates buy by S&P 500 beta = 1.91 P/E =9.4 Emerging markets and replacing systems in developed markets increased profits after 2009 Although this stock dropped after our initial purchase we believe that it will make a recovery after this short downturn we maintain a positive view of its expansion efforts Diversifying into oil & gas might hurt it and the debt that they would have to use to finance the merger would hurt earnings Oil, gas, copper, gold too closely related, and economic downturn (global business conditions) would magnify. Therefore we determined to sell this company. very strong buy according to S&P beta = 0.8 high dividend rate a+ quality rating according to S&P Employment Situation: Unemployment Rate decreased slightly to 7.6% in March Benchmark S&P 500 Exceed market return by 1% Expected portfolio return of 11% Chevron Corp Purchased VOO in order to lower our portfolio beta and mimic the market more closely Sold FCX based on company evaluation Decided not to purchase bonds due to current interest rate and Quantitative Easing Consumer Price Index: decreased 0.2% in March Materials Monitor Portfolio Beta: 1 < beta < 1.5 Sell lower beta stocks and very high beta stocks Outpace market on an annual basis: Return > 10% Desire Approximately 11% Monitoring and Rebalancing S&P 500 rated Strong Buy High Beta to match our expected returns Strong fourth quarter results 3.3% increase in revenues from previous year “The company estimates that it’s tear I Capital Ratio, if Basel III were currently effective, would be 8.7% above peers.” - S&P 500 NetAdvantage Chevron Corp Economic Indicator Analysis JPMorgan Chase & Co Citigroup JOY Global Inc Deere & Company Return Objectives Individual Security Selection Energy Financials Industrials Materials Low beta (0.51) to offset the high beta of C S&P called them the “market leader in wireless tower industry” continuously purchasing towers which helps economies of scale expanding internationally into emerging markets Energy Mutual Fund Rated a buy by S&P beta = 1.58 P/E = 10.1 S&P recently increased rating from hold to buy Sharp downturn in business during 2008-2009 but current growth led us to believe that this company would follow suit with the recovering economy Caterpillar Continued Portfolio Monitoring Murphy Oil Risk Objectives SeekingAlpha Portfolio Rebalancing Decisions Freeport-McMoran Copper and Gold, Inc. Deere and CO (DE) Caterpillar (CAT) JOY Global Inc (JOY) GDP Growth increased 0.4% in 4Q2012 Sector Rotation Analysis Needed to take a more active approach When the market is outperforming, simulate the market rather than trying to beat it. Sector Rotation strategy not as effective In long term, we still expect that each of our picks would eventually be winners Laura Peterson Dalton Easterwood Lauren Stevenson Hengqing Zhu Total Portfolio Rated a buy by the S&P 500 Beta = 2.14 P/E = 8.4 “current soft patch” that will lead to a turnaround given current economic conditions We were afraid to cut our losses, hoping that it would turn around based on the S&P 500 projections. In the long term we still expect this company to be a winner. In our monitoring/rebalancing, we reviewed the stock we felt that it was undervalued and still believe that it will turn around. Capital Market Expectations Pension Fund Objectives P/E = 6.6 largest copper producer and the major producer of gold and molybdenum rated a sell by S&P 500 because they feel it is overvalued, historically low valuation in 2013 due to its planned merger with PXP and MMR. American Tower Maintain a beta of greater than 1, but less than 1.5 Standard deviation less than15%; maximum acceptable loss is 19%. beta = 1.22 P/E = 11.8 Hold rating by the S&P 500 growth Capital Market Expectations

Investment Portfolio

Transcript: Bonds Sources I am interested in investing with Apple Inc. because they are a very popular and successful company. Though at the beginning when Steve Jobs started the company, they were struggling with making PCs and going against Bill Gates. But they rose up with investing in a computer model with an appeal design and furthered it to creating the ipod, the itouch and now the very popular iphone. Over the years with cellphones developing their sales have increased with creating the iphone and adding more additions especially stock increasing with the development of the iphone 6. They would be a good company to invest ideas for new technology for people to use and enjoy. Name of company or investment: Apple Inc. Contact information: Cupertino, CA 95014 Phone #: 408-996-1010 Company details: Founded in 1976 by Steve Jobs to create PCs and has become the world’s second largest information technology center and mobile- device maker Type of investment: Stock Risk level: Aggressive Expected rate of return: 2.14% Minimum required investment: $99.76 I would be interested in investing with Vanguard because they concerned with the customer then paying shareholders and offer benefits with mutual bonds. They allow diversification to invest in multiple securities and and the fund is tracked by professionals. They even allow you to handle the mutual bonds on your own or ask for assistance and allow a certain type of fund meeting your needs. They have a no-load policy allowing you to pay a low price mutual fund. Vanguard seems to want to help their customers in anyway and provide an easy, cost-efficient way to do it. Investment Portfolio By: Adela Languein Apple Inc. Name of company or investment: Vanguard Contact information: -Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110 -877-662-7447 Company details: First ever to be to be owned by its member funds and operate solely in the interest of its’ funds shareholders. Type of investment: Mutual Bonds Risk level: Moderate Expected rate of return: 6.23% Minimum required investment: $3,000 Mutual Bond I would be interested in investing with WisdomTree because they are a large provider with ETF and providing fixed international income. The international income would benefit people by diversification would enable lower management fees and would be open all day to be invested with. Though while this set-up won't stop investment losses, it will be able to allow ETFs to be tax-efficient and able to minimize capital gains distributions. WisdomTree wants to liquify investment so it'd be easy to take investment out and to hold diverse locations of investment to best handle ETF. Name of company or investment: WisdomTree Contact information: -WisdomTree Investments 245 Park Avenue, 35th Floor New York, NY 10167 -1-866-909-WISE (9473) - Company details: Launched in 2006 and is the industry’s fifth largest ETF provider. They pioneered the concept of weighted and active ETFs. Type of investment: Bonds Risk level: Low Expected rate of return: Minimum required investment: Stock Venguard WisdomTree

Investment Portfolio

Transcript: Points International Ltd. 171 John Street, 5th floor Toronto, Ontario M5T 1X3 Phone 1(416)595-0000 Bonds: A debt investment, meaning the purchaser of the bond is loaning money to the company or government for a set period. They have a fixed interest rate, meaning the investor knows how much interest will be earned on the loan since the rate will not change. Points International Ltd. engages in the business of providing web-based solutions to the loyalty program industry. It focuses on reward currency management, providing multiple e-Commerce and technology solutions and managing, the consumer rewards management platform. The company was founded by Christopher J. D. Barnard and Robert T. MacLean in February 2000 and is headquartered in Toronto, Canada. I am interested in this company because I am looking for a moderate rate of return to a smaller amount of investments. The chart shows multiple fluctuations and therefore, it is a moderate risk. Due to the graph, I was able to see the very steady incline at the end, but it is off of 5 years. The company doesn’t go back that far and it is new. It could have some serious falls, because after all, it is gas, but I will risk that because of the good looking percentage/earnings today. Rate of Return: $43.26 Minimum Required Investment $22.64 Low Risk: Navy Federal Bank (IRA) Phone 1(732)524-0400 Johnson & Johnson One Johnson & Johnson Plaza New Brunswick, New Jersey 08933 Stock: A share of ownership in a corporation that represents a claim on a portion of that company's earnings. Share of ownership in a single company. Makes the most money over a long period of time. If company fails, you lose all your money. An aggressive investment Johnson & Johnson operates as an investment holding company with interests in health care products. It engages in research and development, manufacture and sale of personal care hygienic products, pharmaceuticals and surgical equipments. The company, through its subsidiaries operates in three business segments: Consumer, Pharmaceutical and Medical Devices and Diagnostics. The Consumer segment includes a range of products used in the baby care, skin care, oral care, wound care and women's health care fields, as well as nutritional and over-the-counter pharmaceutical products, and wellness and prevention platforms. I am interested in this investment due to the involvement the company is in with other pharmaceutical companies. They are the most known baby-item-selling company there is in America. Johnson and Johnson sells multiple things such as cleaning products, soaps, shampoos, wipes, etc. Many people have bought these products and they continue to improve in their innovation of cosmetic and cleaning supplies. Since they continue, the more purchases with skyrocket the amount they earn. I would then earn more of a rate of return and Percentage/Earnings. Even though it falls a lot, it usually come back up pretty quickly. Minimum required dollar: $89.90 Rate of return: $23.26 Phone: 1-888-842-6328 IRA: An account that allows the depositor to set aside a portion of income each year before taxes are paid on it. The funds may be withdrawn after a certain age, usually when the person has retired from work, and usually with taxes paid at that time. Individual Retirement Account (IRA). With an IRA (Individual Retirement Arrangement), you choose the plan that's right for you. The links below will help you with your selection. Depending on your choice, you may be able to take a tax deduction for Traditional IRA contributions, or withdraw the earnings on a Roth IRA tax free. Our online features make it easy to establish an IRA, name your beneficiary(ies), and view and manage your account. I am interested in this investment because when I get older, I can put parts of my income into a savings account. The Navy Federal bank is only allowed by the military employees. I am a daughter of one, therefore I can use it, which is very fortunate. The rate of return is low, and there is not minimum investment. There is a very low risk to this because of the military/government only rules by them. They also offer points for earnings and savings. Rate of Return: 0.25% No minimum investment, but must maintain a daily balance of $2,500 to earn dividends. High Risk: Johnson and Johnson (Stocks) Investment Portfolio Moderate Risk: Points International Ltd. NASDAQ: PCOM (Type of Bonds)

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