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
Related Articles:
- The 2013 Elite Dividend Stocks List
- 6 High-Yield Dividend Achievers With 25 Years of Increases
- Investments That Pay Monthly Dividends
- 12 Higher Yielding Stocks With A Low Dividend Payout Ratio
- Early Warning Signs of a Dividend Cut
________________________________________________________________
Subscribe to:
Post Comments (Atom)
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.