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シン・ストック

シン・ストックとは、多くのファンドが投資を避けるよう指示されている企業、つまり酒類、たばこ、ギャンブル、武器関連の企業です。他の投資家から敬遠されてきたため、歴史的に割安で、株主への現金還元に積極的でした。

78銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
1951
Maia Wealth
Maia Wealth
Colorado
$240万 -$30.3万 2 0.35% 減少
1952
Plato Investment Management
Plato Investment Management
Australia
$240万 -$66.5万 5 0.14% 減少
1953
LaSalle St. Investment Advisors
LaSalle St. Investment Advisors
Illinois
$239万 -$4.79万 3 0.29% 減少
1954
Ethos Financial Group
Ethos Financial Group
Pennsylvania
$239万 +$5.92万 3 0.16% 買い増し
1955
PAYA
Phil A. Younker & Associates
Alaska
$239万 -$55.3万 1 1.61% 減少
1956
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors
Louisiana
$238万 +$3.94万 2 0.3% 買い増し
1957
Chiron Capital Management
Chiron Capital Management
Florida
$238万 +$77.7万 3 2.14% 買い増し
1958
SimplyRich
SimplyRich
California
$238万 +$42.2万 4 0.56% 買い増し
1959
Rockland Trust
Rockland Trust
Massachusetts
$238万 -$13万 2 0.09% 減少
1960
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$237万 -$205万 1 0.37% 減少
1961
Forum Financial Management
Forum Financial Management
Illinois
$237万 +$12.8万 3 0.03% 買い増し
1962
Code Waechter
Code Waechter
Florida
$237万 -$25.8万 3 1.23% 減少
1963
Sage Investment Advisers
Sage Investment Advisers
New York
$237万 -$4.12万 3 1.59% 減少
1964
Bridgewater Advisors
Bridgewater Advisors
New York
$236万 -$15.7万 5 0.13% 減少
1965
Core Alternative Capital
Core Alternative Capital
Georgia
$236万 -$7.58万 4 0.71% 減少
1966
Wellington Shields & Co
Wellington Shields & Co
New York
$236万 +$40.2万 3 0.53% 買い増し
1967
Mitchell & Pahl Private Wealth
Mitchell & Pahl Private Wealth
Oklahoma
$236万 +$5.39万 2 0.87% 買い増し
1968
Brady Martz Wealth Solutions
Brady Martz Wealth Solutions
North Dakota
$235万 +$2.03万 2 0.36% 買い増し
1969
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$235万 $0 1 0.12% 維持
1970
Salvus Wealth Management
Salvus Wealth Management
New Jersey
$235万 -$15.7万 2 1.32% 減少
1971
Verity Asset Management
Verity Asset Management
North Carolina
$235万 +$7,874 2 0.89% 買い増し
1972
Catalyst Funds Management
Catalyst Funds Management
Australia
$234万 -$264万 5 0.13% 減少
1973
Columbia Asset Management
Columbia Asset Management
Michigan
$234万 -$34.2万 3 0.41% 減少
1974
VisionPoint Advisory Group
VisionPoint Advisory Group
Texas
$234万 -$201万 4 0.38% 減少
1975
Hussman Strategic Advisors
Hussman Strategic Advisors
Maryland
$234万 +$15.1万 2 0.54% 買い増し