MINI – FUND LEIGHA GRAHAM

ASSET BREAKDOWN

$$$ BREAKDOWN $250,000 – EQUITY $150,000 – FIXED INCOME ASSETS $ 50,000 – COMMODITIES $ 50,000 – CASH

REASONS FOR ALLOCATION 50% Equity – Purchase dividend paying stock, hold stock for long period 30% Fixed Income – Low Risk - Long Term Investment 10% Commodity – Negative correlation with other assets, 10% Cash – Liquidity, Stability, Flexibility

EQUITY Sectors to Invest –  Healthcare  Consumer Goods - Staples Will not Invest –  Materials  Consumer Goods – Durables

INVESTMENT NUMBERS Johnson & Johnson – 1000 shares at $84.23 $84,230 Proctor & Gamble shares at $76.77 $76,770 Total $161,000 Hold these shares for a long period Invest remaining money in smaller companies within the healthcare and consumer staple sectors