 | |
John Buckingham13F | |
| AFAM CAPITAL, INC | |
| Last update 2018-11-14 | 155 Stocks (7 new) |
| Value $718.00 Mil | Turnover 4 % |
John Buckingham Profile
John Buckingham joined AFAM Capital in 1987, which was then acquired by Kovitz in 2018. He has more than 30 years of investment management experience and serves as Editor of The Prudent Speculator, which has been a trusted newsletter for over 40 years. He chairs the California Investment Team, leading a group that performs comprehensive investment research and financial market analysis. Buckingham has been featured in Barron’s, The Wall Street Journal, and Forbes, and frequently contributes to CNBC, Bloomberg, and Fox Business News. He is a recognized industry contributor who regularly speaks at prominent industry seminars and events.
John Buckingham 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.
John Buckingham Top Holdings of 2018-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 327,816 | 18,500.0 | -3.53% | 2.580 | -0.08% | 0.000 | +17.75% | +18.54% | 4,724,334.9 | Hardware | |
AET | Aetna Inc | 75,142 | 15,243.0 | -0.45% | 2.120 | -0.01% | 0.020 | +6.99% | +19.02% | 69,638.0 | Healthcare Plans | |
MSFT | Microsoft Corp | 131,670 | 15,059.0 | -0.57% | 2.100 | -0.01% | 0.000 | -8.02% | -20.75% | 2,834,542.1 | Software | |
CSCO | Cisco Systems Inc | 288,405 | 14,031.0 | +0.90% | 1.950 | +0.02% | 0.010 | +27.76% | +48.52% | 444,436.2 | Hardware | |
JPM | JPMorgan Chase & Co | 113,361 | 12,792.0 | +0.11% | 1.780 | 0% | 0.000 | +12.76% | +10.13% | 930,104.2 | Banks | |
GLW | Corning Inc | 354,602 | 12,517.0 | -2.52% | 1.740 | -0.04% | 0.040 | -7.79% | +78.84% | 134,311.1 | Hardware | |
DIS | The Walt Disney Co | 104,576 | 12,229.0 | +1.52% | 1.700 | +0.03% | 0.010 | -9.75% | -17.78% | 161,200.4 | Media - Diversified | |
NSC | Norfolk Southern Corp | 65,353 | 11,796.0 | -1.49% | 1.640 | -0.02% | 0.030 | +8.90% | +21.78% | 78,287.2 | Transportation | |
AMGN | Amgen Inc | 56,831 | 11,781.0 | +1.08% | 1.640 | +0.02% | 0.010 | +7.37% | +15.15% | 200,501.6 | Drug Manufacturers | |
INTC | Intel Corp | 233,725 | 11,053.0 | -3.29% | 1.540 | -0.06% | 0.010 | +50.09% | +171.63% | 503,756.0 | Semiconductors |
John Buckingham's Historical Top Holdings Breakdowns
John Buckingham's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CA Unlock Delisted | CA Inc | 2018-09-30 | Sold Out Sold Out | -1.02% | 35.91 ($43) 44.21 | $44.44 | 3.35% | Sold Out | 0 | -196,647 | |
MU | Micron Technology Inc | 2018-09-30 | New Buy New Buy | +0.72% | 41.74 ($50.44) 57.45 | $990.21 | 1,863.14% | New holding | 114,983 | 114,983 | |
| WRK Unlock Delisted | WestRock Co | 2018-09-30 | New Buy New Buy | +0.66% | 53.44 ($56.03) 58.11 | $51.51 | -8.07% | New holding | 88,471 | 88,471 | |
B | Barrick Gold Corp | 2018-09-30 | Sold Out Sold Out | -0.33% | 9.76 ($11.13) 13.47 | $37.16 | 233.87% | Sold Out | 0 | -170,931 | |
GXC | SPDR S&P China ETF | 2018-09-30 | Sold Out Sold Out | -0.29% | 91.78 ($99.4) 106.3 | $88.44 | -11.03% | Sold Out | 0 | -18,735 | |
EWZ | iShares MSCI Brazil ETF | 2018-09-30 | Sold Out Sold Out | -0.28% | 30.72 ($33.62) 37.55 | $36.17 | 7.58% | Sold Out | 0 | -59,927 | |
EZA | iShares MSCI South Africa ETF | 2018-09-30 | Sold Out Sold Out | -0.27% | 50 ($56.12) 61.19 | $60.43 | 7.68% | Sold Out | 0 | -32,766 | |
FLJP | Franklin FTSE Japan ETF | 2018-09-30 | New Buy New Buy | +0.23% | 25.2 ($25.81) 26.96 | $38.84 | 50.48% | New holding | 61,997 | 61,997 | |
EWI | iShares MSCI Italy ETF | 2018-09-30 | Sold Out Sold Out | -0.21% | 26.69 ($28.47) 29.87 | $59.72 | 109.76% | Sold Out | 0 | -49,885 | |
FLMX | Franklin FTSE Mexico ETF | 2018-09-30 | New Buy New Buy | +0.21% | 23.08 ($25.56) 26.72 | $36.54 | 42.95% | New holding | 57,406 | 57,406 |
John Buckingham Total Holding History ($B)
John Buckingham's Asset Allocation
John Buckingham Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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John Buckingham's Hypothetical Growth since 2018-09-30
John Buckingham's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
John Buckingham's Holdings Heat Map
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John Buckingham's Holdings Bubble Chart
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