4 Funds With Pricing Power
0.15%May 01 | MyPlanIQ portfolio symbol P_35475
We recently reviewed
- Sanofi-Aventis (SNY) a drug company that has the benefit of
patent protection and has recently made acquisitions to extend
their patent portfolio
- LVMH (LVMUY) sells to the uber wealthy who are more recession
proof and their recent price rises have not put off their
customers
- Caterpillar (CAT) has the benefit of a strong sales and
support network to minimize downtime which is a major cost
concern and the fact that many heavy industries are benefiting
from commodity price rises
- Disney (DIS) may have to sharpen their pencils to get people to visit the magic kingdom but with ESPN firing on all cylinders in sport, they have a very handy network of contributors
At the end of the article, she acknowledged that not everybody wants
to own individual stocks and so she listed four funds that are worth
comparing.
SPDR Dow Jones Global Titans ETF (DGT):
This index fund owns 50 of the world's biggest companies -- the
larger companies are going to ride out the storm better and the
value of the ETF will reflect this.
Yacktman Fund (YACKX):
Co-manager Donald Yacktman focuses on high-quality blue-chip
companies with reliable earnings and long-term competitive
advantages over their rivals. We will replace this with SPY as the
ETF for large cap blend.
SPDR S&P Dividend ETF (SDY): Adding a dividend angle is important as dividends are an important income generator.
The Permanent Portfolio (PRPFX):
We have commented many times how this portfolio has performed
uncannily well, we will replace it with out ETF
implementation.
It will be interesting to compare these funds, the equities and our ETF benchmark of a
balanced portfolio of Dividend producing ETFs and we will see how
prescient she has been.