PORTFOLIO HOLDINGS

Equity Strategy

 

Find pockets of opportunity that offer relatively low risk. 

The SMIF equity team plans to use both bottom-up and top-down strategies to find the best opportunities to add to the equity portion of our portfolio. Additionally, the team will ensure that the correlation between portfolio securities is low to gain a diversification benefit. This portfolio's current target is 70% equity weighting of the $71k portfolio.

Growth vs. Value

SMIF has targeted a 60% growth, 40% value strategy, given the current economic environment and expectations going forward.

Fixed Income Strategy

 

Strategic asset allocation to beat the benchmark while providing stability for the portfolio. 

SMIF's fixed income team will be primarily using top-down analysis to decide what asset classes provide the best risk-adjusted returns within the bounds of our policy statement. The fixed income team is currently restricted to investing in ETFs and mutual funds rather than investing in in individual bonds. This portfolio's current target is 30% fixed income of the $71k portfolio.

Equity Reports

September 02, 2020

ULTA Beauty (ULTA)

March 20, 2020

PayPal Holdings, Inc. (PYPL)

April 15, 2020

Apple (AAPL)

March 24, 2020

Microsoft (MSFT)

March 25, 2020

Raytheon (RT)

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Fixed-Income Reports

September 06, 2019

Mass Trade (PTIAX, THOPX, & USIBX)

April 15, 2019

Columbia Threadneedle Emerging Markets (REBAX)

January 01, 2020

iShares 3-7 Year Treasury Bond ETF (IEI)

March 20, 2020

SPDR Portfolio TIPS ETF (SPIP)

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Questions?

Please send any questions you have about SMIF to csufsmifca@gmail.com or individually to our current board members

© 2019 by Mason Wong