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Ambil Kembali
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Educated in Computer Sciences & Business, apt to academic styles. Interested in ornithology and black swans, and complexity. Utilitarian. Pseudonym A.K. is entirely for privacy, not meant to confuse people in Indonesia!
  • Commonly Helds In ETF-group MO A Winner! 0 comments
    Apr 23, 2012 1:12 PM | about stocks: PDP, SPHQ, XPH, PWC, PFM, MO, GWW, CPB, MCD

    Checking back on PowershareETF portfolio, which was

    DWA Technique Leaders, current yeild 0.14%

    Dynamic Market Market, current yeild 0.86%

    Dividend Achievers, current yeild 2.11%

    SPHQS&P 500 High Quilty Portfolio, current yeild 1.61%

    1.) It's up!

    2.) It has stuff in it.

    PDP (133 sh), PFM (250), PWC(80), SPHQ(265) and the Pharma SPDR XPH (22sh). XPH isn't really a Power-invesco, but it fit the need to fill out balances at "inception".

    As of April of this year, only one stock is in all 4 of the main group: Altria (NYSE:MO). In each fund MO is 0.91 , 1.97 , 3.64 , and 0.82 % If this was a real set of holdings, possibly duplication would 'force' sales - which are profits at today's prices.

    Hitting 3's - ABT, BF/B (Brown Forman class B, no Class A's to look out for.) ECL, FAST, GWW, HRL, JNJ, MCD, Nike, PX, ROP, ROST, SHW, SIAL (Sigma-Aldrich), SJM, TJX, VFC and XOM.

    Of possible interest for various reasons, Brown-Forman, Ecolab, and MacDonalds. Grainger is a mighty industrial-janitor, and also some sort of business-level gauge (across all of North America.)

    Apple computers is only in two funds, the PDP and PWC. Wisconsin Energy (NYSE:WEC) is also only in two funds.

    and Campbell's soups rests only within the SPHQ. Eli Lilly is only in the XPH. Wells Fargo only within the PDP.

    Of a great many stocks NOT in any of the main 4 + drugmakers:

    AMAT - Applied Materials. MCHP,NVidea.(Yet Skyworks Solutions is in the PDP.

    None hold INTC, ROK, ASCA - some american casino co. FOSL, Corning.

    Disclosure: I am long BF.B, GLW, MO, MCHP.

    Additional disclosure: No positions currently in the ETF's discussed, I look through their combined lists.Briefly held XPH in past - I hate drug stock picking it's hard! Also no positions in SPHQ - possibly an ETF name changer.

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