12 of the 27 stocks held in our Global Opportunities portfolio are trading at or near their 52 week highs:
ABC, AFL, AMGN, BAM, BIIB, BK, CELG, DASTY, KMB, LXP, V and BHP
I think that is pretty remarkable. Most of these stocks we’ve owned for some time (some of them for years) and we aren’t momentum traders so this isn’t a matter of just adding a bunch of stocks that have already gone up. We’ve had a pretty good year with the portfolio although in retrospect we may have been too cautious at the end of the year. We’ll have a full performance update soon after the end of the year.
Click here to learn more about our Global Opportunities portfolio.
For information on Alhambra Investment Partners’ money management services and global portfolio approach to capital preservation, Joe Calhoun can be reached at: email@example.com or 786-249-3773.