THE LION’S SHARE · ALWAYS FREETHE LION’S SHARE JUNE 30, 2013 ... Ryan Goeke gave a stock pitch...

Little Lion Fund2nd Annual Investor Meeting

THE LION’S SHAREALWAYS FREE JUNE 30, 2013

LITTLE LION FUND NEWSLETTER STATE COLLEGE AREA HIGH SCHOOL

CONGRATULATIONS SENIORS!

Dimitri BasinskiColin EarlDavid EngleChristina GhinosJosh Gladd Ryan GoekeEd GoodallAlex KervandjianSean KingNicole OndikConnor PaulCraig SaupeMarco SchochMichael StrawEran VautourNick Venturino

workingPenn State - Energy Bus & FinancePenn State - undecidedArizona State - Supply ChainPenn State - FinancePenn State - FinancePenn State - FinancePenn State - FinanceDuquesne University - FinancePenn State - AccountingPenn State - FinancePenn State - Finance or MarketingReturn to Switzerland high schoolPenn State - Political ScienceArizona State-Indust. EngineeringPenn State - Supply Chain

GOOD

LUCK!

Students in the LLF continue to meet and manage the fund during the summer months. We meet every 2 weeks to discuss the portfolio and continue our research.

Summer LLF Meetings

On Monday, May 6 at 7:00 p.m., LLF students hosted our 2nd Annual Investor Meeting.

Over 100 LLF investors, parents, and friends came to hear about our first year of operations. LLF Students

discussed several aspects of the fund, including portfolio performance, and our methodology for choosing stocks.

Ryan Goeke gave a stock pitch for QualComm, the stock that he recommended to the LLF Fund this past

spring.

Thanks to all who attended!

Dividend-Paying Stocks

in the LLF

Apple

2.9%

Corning

2.8%

CVS

1.5%

IBM

1.9%

Mondelez

1.8%

Proctor & Gamble 3.1%

QualComm 2.3%

LLF EQUITY PORTFOLIO: JUNE 30, 2013

LLF LOVES TO COMPETE!APRIL 2013 COMPETITIONS

FBLA STATESHERSHEY, PA

DECA NATIONALS

ANAHEIM, CA

LLF Portfolio expands.... and adds new members! This spring, LLF students recommended to investors that we take the profits from Time Warner (about 60% return), Coke, and Kraft, and re-invest the proceeds into new stocks.

LLF students chose to invest in 5 new stocks - Corning, Primus, and QualComm in the IT sector, CVS in Consumer Staples, and Express in Consumer Discretionary. Much study resulted in a decision

to wait to expand to a new sector in the future. LLF students are looking at Industrials or Energy. Also this spring, 6 new investors were added to the Little Lion Investment Club!