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Global Opportunities Portfolio

Mutual Fund
Global Opportunities Portfolio
Last update 2025-06-27 19 Stocks (3 new)
Value $261.00 Mil Turnover 24 %
Countries:
Global Opportunities Portfolio... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
4,454,600
163,038.4
-4.82%
62.390
-3.80%
0.710
+3.73%
+5.17%
24,986.6
 
JBBB
Janus Henderson B-BBB CLO ETF
1,013,171
48,693.0
New Holding
18.630
+18.63%
3.660
+2.38%
+1.98%
1,343.2
 
SVXY
ProShares Short VIX Short-Term Futures ETF -1x Shares
ProShares Short VIX Short-Term Futures ETF -1x Shares
224,200
8,387.3
0%
3.210
0%
3.290
+22.18%
-9.65%
263.1
 
MEX:ORBIA
Orbia Advance Corp SAB de CV
8,000,000
8,027.1
New Holding
3.070
+3.07%
0.420
-15.59%
-18.50%
23,426.4
Conglomerates
XBUL:EUBG
Eurohold Bulgaria AD
5,122,844
5,525.6
0%
2.110
0%
1.970
-3.65%
-7.04%
481.8
Utilities - Regulated
GHY
PGIM Global High Yield Fund, Inc
430,326
5,400.6
0%
2.070
0%
1.050
+7.37%
+10.22%
529.6
Asset Management
WFCpL.PFD
Wells Fargo & Co
3,100
3,602.2
-99.96%
1.380
-3.67%
-
+2.07%
+2.40%
0
Banks
VALE
Vale SA
384,500
3,579.7
+14.23%
1.370
+0.17%
0.010
+4.92%
+19.84%
43,310.8
Metals & Mining
BACpL.PFD
Bank of America Corp
3,000
3,510.2
+39.53%
1.340
+0.38%
-
+5.11%
+3.26%
0
Banks
VEON
VEON Ltd
54,404
2,467.8
+19.04%
0.940
+0.15%
0.080
+26.14%
+38.98%
3,906.7
Telecommunication Services

Global Opportunities Portfolio's Historical Top Holdings Breakdowns

Global Opportunities Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JBBB
Janus Henderson B-BBB CLO ETF
2025-04-30
New Buy
New Buy
+18.63%
46.79 ($48.56) 49.62
$48.23
-0.68%
New holding
1,013,171
1,013,171
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2025-04-30
Reduce
Reduce
-3.80%
35.3 ($36.78) 37.45
$37.40
1.69%
Reduce -4.82%
4,454,600
-225,400
WFCpL.PFD
Wells Fargo & Co
2025-04-30
Reduce
Reduce
-3.67%
1146 ($1194.87) 1236.25
$1,185.00
-0.83%
Reduce -99.96%
3,100
-7,996,900
MEX:ORBIA
Orbia Advance Corp SAB de CV
2025-04-30
New Buy
New Buy
+3.07%
12.88 (MXN14.72) 16.77
MXN12.29
-16.51%
New holding
8,000,000
8,000,000
SUZ
Suzano SA
2025-04-30
New Buy
New Buy
+0.71%
8.48 ($9.54) 10.85
$9.36
-1.89%
New holding
209,100
209,100
BACpL.PFD
Bank of America Corp
2025-04-30
Add
Add
+0.38%
1154 ($1213.62) 1253.98
$1,222.00
0.69%
Add 39.53%
3,000
850
BORR
Borr Drilling Ltd
2025-04-30
Add
Add
+0.26%
1.7 ($2.43) 3.57
$2.23
-8.23%
Add 124.55%
724,100
401,639
HPE
Hewlett Packard Enterprise Co
2025-04-30
Add
Add
+0.19%
12.51 ($17.36) 21.85
$20.51
18.15%
Add 62.5%
26,000
10,000
VALE
Vale SA
2025-04-30
Add
Add
+0.17%
8.26 ($9.59) 10.19
$10.23
6.67%
Add 14.23%
384,500
47,900
VEON
VEON Ltd
2025-04-30
Add
Add
+0.15%
38 ($43.53) 46
$55.73
28.03%
Add 19.04%
54,404
8,700

Global Opportunities Portfolio Total Holding History ($B)

To

Global Opportunities Portfolio's Asset Allocation

To

Global Opportunities Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Global Opportunities Portfolio's Hypothetical Growth since 2025-04-30

Global Opportunities Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Global Opportunities Portfolio's Holdings Heat Map

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Global Opportunities Portfolio's Holdings Bubble Chart

Global Opportunities Portfolio News

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