Rethinking 60/40 Portfolios With More Bonds
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
INTC | Intel | 9.23% | +44% |
BRCM | Broadcom | 8.40% | +47% |
TXN | Texas Instruments | 6.41% | +25% |
Broadcom (BRCM) – Broadcom surged in May after it announced that it was seeking strategic alternatives for its Cellular Baseband Business. In 2014, its stock price rose 47%.
Texas Instruments (TXN) – TXN dipped in October, but surged after releasing its Q3 financial results. In 2014, the stock rose about 25%.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
GILD | Gilead Sciences | 3.36% | +30% |
VRX | Valeant Pharmaceuticals | 2.68% | +21% |
CELG | Celgene Corp | 2.57% | +35% |
Valeant Pharmaceuticals (VRX) – After a volatile year, Valeant ended 2014 close to all time highs.
Celgene Corp (CELG) – In 2014, Celgene jumped with biotech. The stock rose over 35% in 2014.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
UNP | Union Pacific | 18.29% | +50% |
UPS | United Parcel Service | 11.91% | +7% |
DAL | Delta Air Lines | 5.99% | +76% |
United Parcel Service (UPS) – Although UPS dipped in the beginning of 2014, the low energy prices resulted in the company finishing the year near all time highs.
Delta Air Lines (DAL) – Like many of its peers in the airline industry, Delta surged in 2014.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
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 |
---|---|---|---|
INTC | Intel | 9.23% | +44% |
BRCM | Broadcom | 8.40% | +47% |
TXN | Texas Instruments | 6.41% | +25% |
Broadcom (BRCM) – Broadcom surged in May after it announced that it was seeking strategic alternatives for its Cellular Baseband Business. In 2014, its stock price rose 47%.
Texas Instruments (TXN) – TXN dipped in October, but surged after releasing its Q3 financial results. In 2014, the stock rose about 25%.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
GILD | Gilead Sciences | 3.36% | +30% |
VRX | Valeant Pharmaceuticals | 2.68% | +21% |
CELG | Celgene Corp | 2.57% | +35% |
Valeant Pharmaceuticals (VRX) – After a volatile year, Valeant ended 2014 close to all time highs.
Celgene Corp (CELG) – In 2014, Celgene jumped with biotech. The stock rose over 35% in 2014.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
UNP | Union Pacific | 18.29% | +50% |
UPS | United Parcel Service | 11.91% | +7% |
DAL | Delta Air Lines | 5.99% | +76% |
United Parcel Service (UPS) – Although UPS dipped in the beginning of 2014, the low energy prices resulted in the company finishing the year near all time highs.
Delta Air Lines (DAL) – Like many of its peers in the airline industry, Delta surged in 2014.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
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...