Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)

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De groep topfondsbeheerders blijft voorzichtig en steekt meer geld in aandelen uit traditionele defensieve sectoren. Tegelijkertijd benutten zij een stijgende (en mogelijk overgewaardeerde) aandelenmarkt om wat winst te nemen. Microsoft, Wells Fargo en Google zijn de grootste posities.

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Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)

  1. 1. Morningstars Ultimate Stock-Pickers Top 10 aandelenposities (naar overtuiging) Bron: Morningstar 12/6/2014
  2. 2. 1. Microsoft – MSFT Fair Value USD 42,00 Fair value uncertainty Medium Moat Wide Moat Trend Negative Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 15
  3. 3. 2. Wells Fargo – WFC Fair Value USD 49,00 Fair value uncertainty Medium Moat Narrow Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 15
  4. 4. 3. Google – GOOGL Fair Value USD 520,00 Fair value uncertainty High Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 15
  5. 5. 4. AIG – AIG Fair Value USD 52,00 Fair value uncertainty Medium Moat None Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 7
  6. 6. 5. Procter&Gamble – PG Fair Value USD 89,00 Fair value uncertainty Low Moat Wide Moat Trend Negative Bron: Morningstar 30/5/2014 Morningstar Rating QQQQ # of Funds Holding 11
  7. 7. 6. Berkshire Hathaway – BRK.B Fair Value USD 150,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQQ # of Funds Holding 8
  8. 8. 7. PepsiCo – PEP Fair Value USD 89,00 Fair value uncertainty Low Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 11
  9. 9. 8. Wal-Mart – WMT Fair Value USD 80,00 Fair value uncertainty Low Moat Wide Moat Trend Negative Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 12
  10. 10. 9. Johnson & Johnson – WMT Fair Value USD 99,00 Fair value uncertainty Low Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 12
  11. 11. 10. Oracle – ORCL Fair Value USD 41,00 Fair value uncertainty Medium Moat Wide Moat Trend Stable Bron: Morningstar 30/5/2014 Morningstar Rating QQQ # of Funds Holding 9
  12. 12. Overzicht Ultimate Stock-Pickers' Top 10 Stock Holdings (by Investment Conviction) Morningstar Size of Fair Koers/ Fair Value # of Funds Ticker Onderneming Rating Moat Value fair value Uncertainty Holding 1 Microsoft QQQ wide USD 42,00 0.97 medium 15 MSFT 2 Wells Fargo QQQ narrow USD 49,00 1.04 medium 15 WFC 3 Google QQQ wide USD 520,00 1.10 high 15 GOOGL 4 AIG QQQ none USD 52,00 1.04 medium 7 AIG 5 Procter & Gamble QQQQ wide USD 89,00 0.91 low 11 PG 6 Berkshire Hathaway QQQQ wide USD 150,00 0.86 medium 8 BRK.B 7 PepsiCo QQQ wide USD 89,00 0.99 low 11 PEP 8 Wal-Mart QQQ wide USD 80,00 0.96 low 12 WMT 9 Johnson & Jonshon QQQ wide USD 99,00 1.03 low 12 JNJ 10 Oracle QQQ wide USD 41,00 1.02 medium 9 ORCL (Bron: Morningstar 30/5/2014)

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