John Buckingham

John Buckingham

Last Update: 05-12-2015

Number of Stocks: 154
Number of New Stocks: 16

Total Value: $776 Mil
Q/Q Turnover: 7%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

John Buckingham' s Profile & Performance

Profile

John Buckingham is the Chief Investment Officer of AFAM Capital and is the editor of The Prudent Investor, an investment newsletter. AFAM Capital specializes in managing exchange-traded funds and equity portfolios.


Business Address:
PO BOX 1438
LAGUNA BEACH CA 92652
9494977657

Web Page:http://www.alfrank.com/

Investing Philosophy

The Al Frank division uses a “buy and harvest” long-term equity strategy. The Innealta division shifts investments between ETFs of various asset management classes with emphasis on risk.

Total Holding History

Performance of Al Frank Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
20145.4713.69-8.2
201337.0632.394.7
201217.26161.3
3-Year Cumulative69.5 (19.2%/year)74.6 (20.4%/year)-5.1 (-1.2%/year)
2011-4.62.11-6.7
201018.6115.063.6
5-Year Cumulative91.8 (13.9%/year)105.1 (15.5%/year)-13.3 (-1.6%/year)
200935.0226.468.6
2008-43.6-37-6.6
20074.055.49-1.4
200610.0915.79-5.7
200511.064.916.2
10-Year Cumulative85.8 (6.4%/year)109.4 (7.7%/year)-23.6 (-1.3%/year)
200415.8310.884.9
200377.9728.6849.3
2002-25.99-22.1-3.9
200129.74-11.8941.6
20007.13-9.116.2
15-Year Cumulative294 (9.6%/year)86.4 (4.2%/year)207.6 (5.4%/year)
199960.4221.0439.4

Top Ranked Articles

John Buckingham’s Top Sells for the Third Quarter: HD, WMT, NXY
Milwaukee-based Al Frank Asset Management, whose portfolio is managed by Guru investor and chief investment officer John Buckingham reported a total of 34 changes to its portfolio for the third quarter. The updates consisted of shareholding reductions to five companies and complete sells of all its shares of seven companies, in addition to 11 adds and 11 new buys. Read more...
Al Frank Funds Buys Anadarko Petroleum Corp., Covidien Ltd., Conagra Foods Inc., Sells Amgen Inc., American Express Company, CVs Caremark Corp. Al Frank Funds Q2 Portfolio Update
John Buckingham is CEO and Chief Investment Officer of Al Frank Asset Management; he is also the editor of the Prudent Speculator and author of The Buckingham Report. This is the Q2 portfolio update of Al Frank Funds. Read more...
John Buckingham Buys 6 New Stocks in Q4
AFAM Capital’s Chief Investment Officer John Buckingham (Trades, Portfolio) purchased six new positions in the fourth quarter, though the majority was of ETFs. Read more...
John Buckingham Buys Automatic Data Processing Inc., The Stanley Works, American Express Company, Sells Quiksilver Inc., Rock Of Ages Corp., Reynolds American Inc. John Buckingham Q1 Portfolio Updates: Buys ADP, ALV, AXP, CVS, DDM, HRBN, LAD, LPHI, MCHP, NYX, STT,
John Buckingham is CEO and Chief Investment Officer of Al Frank Asset Management; he is also the editor of the Prudent Speculator and author of The Buckingham Report. This is the Q1 portfolio update of his funds. John Buckingham emphasizes careful stock selection, broad diversification and a long investing horizon. Read more...
Buckingham's Top Four New Buys of First Quarter Go Up in Price
Guru John Buckingham (Trades, Portfolio), chief investment officer of AFAM Capital and editor of The Prudent Investor, has said he “cut my eye teeth” with value investor Al Frank, for whom AFAM (Al Frank Asset Management) is named. His track record at AFAM – with annual returns that have often been in double digits (17.26% in 2012 and 37.06% in 2013) – suggest that he learned his lessons well. Read more...
» More John Buckingham Articles

Commentaries and Stories

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Buckingham's Top Four New Buys of First Quarter Go Up in Price John Buckingham - Buckingham's Top Four New Buys Of First Quarter Go Up In Price
Guru John Buckingham (Trades, Portfolio), chief investment officer of AFAM Capital and editor of The Prudent Investor, has said he “cut my eye teeth” with value investor Al Frank, for whom AFAM (Al Frank Asset Management) is named. His track record at AFAM – with annual returns that have often been in double digits (17.26% in 2012 and 37.06% in 2013) – suggest that he learned his lessons well. More...

John Buckingham


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John Buckingham on Fox - Two stocks on sale
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John Buckingham Talks to CNBC About First Quarter Corporate Earnings
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This San Diego-Based Chipmaker Looks Attractive
In this article, let's take a look at Qualcomm Incorporated (QCOM), a $121.62 billion market cap company, which designs, develops, manufactures, and markets digital communications products and services in China, South Korea, Taiwan, and the U.S. More...

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Is the Price Below Your Estimate of the Intrinsic Value?
In this article, let's take a look at Waste Management, Inc. (WM), a $24.33 billion market cap company, which is the largest U.S. trash hauling/disposal concern. More...

STOCK, DIVIDEND


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A Look at SPY´s Value at Risk
In this article, let´s take a look at The SPDR S&P 500 ETF Trust (SPY). An ETF is a special type of fund that invests in a portfolio of stocks or bonds. The aim is to mimic the performance of a specified index. As well as the shares, they are traded in the secondary market at any time (market hours) and investors can sell short. The advantages of this investment vehicle are that they provide an efficient method of diversification because investors gain exposure to an index or a particular sector. Second, investors know the composition of the fund at all times. Moreover, as they are a passive managed fund, they have good operating expense ratios. More...

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John Buckingham Buys 6 New Stocks in Q4 John Buckingham - John Buckingham Buys 6 New Stocks In Q4
AFAM Capital’s Chief Investment Officer John Buckingham (Trades, Portfolio) purchased six new positions in the fourth quarter, though the majority was of ETFs. More...

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Amid Poor Results Waste Management Is More and More Expensive Joel Greenblatt, John Buckingham, mario gabelli, d - Amid Poor Results Waste Management Is More And More Expensive
In this article, let's take a look at Waste Management Inc. (WM), a $24.33 billion market cap company, which is the largest U.S. trash hauling/disposal concern. More...

ROE, STOCKS, TRASH


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The Travelers Companies: Should Investors Buy It?
In this article, let's take a look at The Travelers Companies, Inc. (TRV), a $34.4 billion market cap company, which is a leading commercial and personal lines property-casualty insurer that recently expanded its presence in Canada by acquiring Toronto-based Dominion of Canada. More...

The Travelers Companies


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Goldman Sachs Takes Steps to Comply with New Regulations
In this article, let's take a look at The Goldman Sachs Group, Inc. (GS), a $81.03 billion market cap company, which is one of the world's leading investment banking and securities companies. More...

Goldman Sachs, Banking


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MoneyBeat Interview with Al Frank Funds's John Buckingham
MoneyBeat Interview with Al Frank Funds's John Buckingham (Trades, Portfolio): More...

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John Buckingham of Al Frank Asset Management On Investing In Scary Times
The recipe for investing success is extremely simple according to John Buckingham (Trades, Portfolio). More...

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Novartis: Ten Years of Solid ROE
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Novartis AG (NVS). More...

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Fund Manager John Buckingham - Valuations Reasonable in Context of Interest Rates
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Halliburton Is One of the World's Largest Oil Field Services Companies and Will Continue to Be
Halliburton Company (HAL) is a provider of services and products to the energy industry related to the exploration, development, and production of oil and natural gas. In this article, let's take a look at this company and try to explain to investors the reasons this is an apparently appealing investment. More...

LONG, ENERGY, SERVICES, OIL, GAS


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Al Frank Asset Management's John Buckingham - Valuations Coming Back in Vogue
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John Buckingham - 'Equities Look Like a Very Attractive Place to Be'
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John Buckingham, Al Frank Asset Management, on Pockets of Value John Buckingham - John Buckingham, Al Frank Asset Management, On Pockets Of Value
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John Buckingham, CIO of Al Frank Asset Management, Talks Banks and Citi Pessimism
Guru John Buckingham is not impressed with Citigroup (C), and discusses JPMorgan (JPM) and Wells Fargo (WFC). More...

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Guru John Buckingham - Don't Expect Fed Tapering at This Meeting
John Buckingham, CIO at Al Frank Asset Management, does not expect Fed tapering because the economy is not growing fast enough: More...

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