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Ryan Pongonis Colton Clark.  $500,000 to invest  30 Year time frame  Objectives: Capital preservation over a one year period Capital growth for years.

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Presentation on theme: "Ryan Pongonis Colton Clark.  $500,000 to invest  30 Year time frame  Objectives: Capital preservation over a one year period Capital growth for years."— Presentation transcript:

1 Ryan Pongonis Colton Clark

2  $500,000 to invest  30 Year time frame  Objectives: Capital preservation over a one year period Capital growth for years to come

3

4 Company name Ticker symbol Dividend yield Current price Shares AT&TT4.81%37.302178.28 Colgate- Palomolive CL2.13%119.37680.66 WalmartWMT2.1%78.391036.48 First Majestic Silver Corp AG012.116709.33

5 Ticker symbolPercentageMonetary allocation T25%$81250 CL25%$81250 WMT25%$81250 AG25%$81250

6  $150,000 invested  30 year Treasury bond rate 2.93 yield  Projected price 12.1  Projected return 5.86% per year


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