Should You Invest in Alphabet Inc. (GOOG)?
Ensemble Capital, an investment management firm, published its “Ensemble Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 3.80% was delivered by the fund in the Q1 of 2021, below its S&P 500 benchmark that delivered a 6.17% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Ensemble Capital, in their Q1 2021 investor letter, mentioned Alphabet Inc. (NASDAQ: GOOG) and shared their insights on the company. Alphabet Inc. is a Mountain View, California-based multinational conglomerate that currently has a $1.5 trillion market capitalization. Since the beginning of the year, GOOG delivered a 30.90% return, extending its 12-month to 81.54%. As of April 21, 2021, the stock closed at $2,293.29 per share.
Is Costco Wholesale Corp. (COST) A Good Investment Choice?
Ensemble Capital, an investment management firm, published its “Ensemble Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 3.80% was delivered by the fund in the Q1 of 2021, below its S&P 500 benchmark that delivered a 6.17% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Ensemble Capital, in their Q1 2021 investor letter, mentioned Costco Wholesale Corporation (NASDAQ: COST) and shared their insights on the company. Costco Wholesale Corporation is an Issaquah, Washington-based big-box store company that currently has a $164.7 billion market capitalization. Since the beginning of the year, COST delivered a -1.24% return, while its 12-month gains are up by 20.27%. As of April 20, 2021, the stock closed at $371.73 per share.
Here’s Why Masimo (MASI) Landed in Ensemble Capital’s Detractor List
Ensemble Capital, an investment management firm, published its “Ensemble Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 3.80% was delivered by the fund in the Q1 of 2021, below its S&P 500 benchmark that delivered a 6.17% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Ensemble Capital, in their Q1 2021 investor letter, mentioned Masimo Corporation (NASDAQ: MASI) and shared their insights on the company. Masimo Corporation is an Irvine, California-based medical device company that currently has a $13.6 billion market capitalization. Since the beginning of the year, MASI delivered a -7.61% return, while its 12-month gains are up by 23.39%. As of April 20, 2021, the stock closed at $243.51 per share.
Ensemble Capital’s Q1 2021 Investor Letter
Ensemble Capital, an investment management firm, published its “Ensemble Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 3.80% was delivered by the fund in the Q1 of 2021, below its S&P 500 benchmark that delivered a 6.17% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Published on April 21, 2021 at 12:21 pm by Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.
Should You Consider Investing in Charles Schwab (SCHW)?
Ensemble Capital, an investment management firm, published its “Ensemble Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 3.80% was delivered by the fund in the Q1 of 2021, below its S&P 500 benchmark that delivered a 6.17% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Ensemble Capital, in their Q1 2021 investor letter, mentioned The Charles Schwab Corporation (NYSE: SCHW) and shared their insights on the company. The Charles Schwab Corporation is a Westlake, Texas-based financial services company that currently has a $121.5 billion market capitalization. Since the beginning of the year, SCHW delivered a 21.75% return, extending its 12-month gains to 80.03%. As of April 20, 2021, the stock closed at $63.69 per share.