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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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Morningstars Ultimate Stock-Pickers
Top 10 aandelenposities (naar overtuiging)
Bron: Morningstar 12/6/2014
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
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
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
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
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
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
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
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
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
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
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)
