By the end of June, 2014, I will have completed 4 years as manager for the Innovative Companies Portfolio. Here’s an update on the strategy’s holdings. As of June 6th, 2014, the portfolio held 13 stocks. They include Cypress Semiconductor (CY), VMWare (VMW), Intel (INTC), (EMC), Oracle (ORCL), Charles Schwab (SCHW), Cisco (CSCO), SunPower (SPWR), Calix (CALX), Qualcomm (QCOM), Microsoft ( MSFT), NVIDIA (NVDA) and Limelight (LLNW).
Nine of the thirteen stocks pay dividends. As a result, the portfolio receives at least some dividend payments every month of the calendar year. Unless I can find a new stock with these kinds of dividend characteristics, I will usually add to my existing positions in the portfolio. The fact that I have not made many transactions seems to imply a ‘Buy and Hold’ strategy for the portfolio, though that isn’t my primary intent. I do prefer to recognize long-term tax gains, and that is the major reason for limiting trading. The portfolio is currently technology-focused concentrated. However, I am always open to new ideas in any sector of the economy.
Source: Fox Business
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Posted by D4L | Wednesday, July 09, 2014 | ArticleLinks | 0 comments »________________________________________________________________
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