Recent #Portfolio Management news in the semiconductor industry

10 months ago
1. The article discusses selecting high-growth dividend stocks with a focus on rapidly increasing dividends rather than high current yields. 2. It outlines a step-by-step guide for structuring a portfolio based on high-growth dividend stocks. 3. The selection process involves a rigorous filtering system and subjective analysis to ensure a diversified and high-quality portfolio.
Dividend GrowthPortfolio ManagementStock Selection
10 months ago
1. GAMCO manages approximately $35 billion in assets with a diversified 13F portfolio of over 1100 positions. 2. In Q2 2024, the value of Gabelli Funds' 13F portfolio decreased by about 3%, with top holdings including Microsoft, Nvidia, Alphabet, and Lennar. 3. Stake increases were observed in Nvidia Corp, National Fuel Gas, and Amazon, while stakes in Microsoft Corp, Alphabet Inc, and MasterCard Inc were reduced.
Portfolio ManagementStake DecreasesStake Increases