Compelling Home Page Copy, Marketing Metrics and Discovery Meeting Tactics
Kristan Wojnar, RCC™
|
Our topics for this week are concentrated on your website, marketing analytics and...
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
COF | Capital One | 1.74% | +8% |
ALL | Allstate | 1.67% | +30% |
CAH | Cardinal Health | 1.61% | +25% |
Allstate (ALL) – Allstate has been on a bull run since the end of 2011. This year has been another steady year for the company.
Cardinal Health (CAH) – After starting out 2014 with a decline, CAH was able to rebound into a 25% annual gain.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
AVGO | Avago Technologies Ltd | 4.42% | +91% |
RTN | Raytheon | 4.21% | +21% |
CVS | CVS Health | 4.19% | +35% |
Raytheon (RTN) – Although shares fell in the first half of 2014, the company saw an upside in the second half.
CVS Health (CVS) – CVS had a steady year in 2014, slightly outperforming its biggest competitor Walgreen Company (WAG).
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
HCA | HCA Holdings | 3.73% | +56% |
SCI | Service Corp International | 2.95% | +25% |
NXPI | NXP Semiconductors NV | 2.81% | +70% |
Service Corp International (SCI) – SCI is a funeral services company. It has been on an upward trend for the last couple of years.
NXP Semiconductors NV (NXPI) – Despite a decline in October, this Netherlands-based company is up nearly 70% this year.
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
Our topics for this week are concentrated on your website, marketing analytics and...
Sam Bourgi
|
Here we list five portfolio management ideas that can help investors cushion volatility
Justin Kuepper
|
Let's look at what's driving performance and whether the outperformance will last over...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
COF | Capital One | 1.74% | +8% |
ALL | Allstate | 1.67% | +30% |
CAH | Cardinal Health | 1.61% | +25% |
Allstate (ALL) – Allstate has been on a bull run since the end of 2011. This year has been another steady year for the company.
Cardinal Health (CAH) – After starting out 2014 with a decline, CAH was able to rebound into a 25% annual gain.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
AVGO | Avago Technologies Ltd | 4.42% | +91% |
RTN | Raytheon | 4.21% | +21% |
CVS | CVS Health | 4.19% | +35% |
Raytheon (RTN) – Although shares fell in the first half of 2014, the company saw an upside in the second half.
CVS Health (CVS) – CVS had a steady year in 2014, slightly outperforming its biggest competitor Walgreen Company (WAG).
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
HCA | HCA Holdings | 3.73% | +56% |
SCI | Service Corp International | 2.95% | +25% |
NXPI | NXP Semiconductors NV | 2.81% | +70% |
Service Corp International (SCI) – SCI is a funeral services company. It has been on an upward trend for the last couple of years.
NXP Semiconductors NV (NXPI) – Despite a decline in October, this Netherlands-based company is up nearly 70% this year.
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
Our topics for this week are concentrated on your website, marketing analytics and...
Sam Bourgi
|
Here we list five portfolio management ideas that can help investors cushion volatility
Justin Kuepper
|
Let's look at what's driving performance and whether the outperformance will last over...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...