Robert Bruce's investment portfolio showcases a strategic selection of stocks, prominent of which include the following top five equity positions:
U-Haul Holding Company - Ordinary Shares - Series N. As a leading provider in the moving and self-storage industry, U-Haul presents investors with resilient business operations known for weathering economic cycles.
Abbvie Inc is a biopharmaceutical giant, included in Bruce's holdings for its strong pipeline of drugs and sustained profitability driven by popular treatments, such as Humira, offering long-term growth potential.
Allstate Corp (The) stands out as a robust addition to any portfolio with its substantial presence in the insurance sector. Bruce's choice reflects confidence in Allstate's ability to generate stable returns and dividends.
Duke Energy Corp., a utility heavyweight, promises steady performance and has made it into Bruce's picks due to its consistent demand regardless of economic fluctuations, attractive to those seeking defensive investment strategies.
CMS Energy Corporation further exemplifies stability in Bruce's stock selections. This utility company appeals to investors looking for reliable dividend income and moderate, yet secure growth prospects within the energy sector.
Investor Robert Bruce's carefully curated list reflects an inclination towards established companies capable of providing both security and ongoing value to his investment strategy. Prospective investors examining this summary should note the blend of healthcare, utility, and insurance industry leaders that indicate a balanced, risk-averse approach to building a resilient portfolio in today’s market landscape.
Q2 2024
Increased shares by 10.1%
Added 10.1% in Q2 2024
Q2 2024
Increased shares by 17.0%
Added 17.0% in Q2 2024
Q2 2024
Increased shares by 2.6%
Added 2.6% in Q2 2024
Q2 2024
Increased shares by 0.9%
Added 0.9% in Q2 2024
Q2 2024
Increased shares by 1.3%
Added 1.3% in Q2 2024
Q2 2024
Increased shares by 2.4%
Added 2.4% in Q2 2024
Q2 2024
Increased shares by 1.5%
Added 1.5% in Q2 2024
Q3 2023
Sold 15.2% shares
Sold 15.2% in Q3 2023
Q2 2024
Increased shares by 1.6%
Added 1.6% in Q2 2024
Q1 2023
Increased shares by 25.3%
Added 25.3% in Q1 2023
Q2 2024
Increased shares by 13.1%
Added 13.1% in Q2 2024
Q2 2024
Increased shares by 2.9%
Added 2.9% in Q2 2024
Q3 2023
Sold 1.7% shares
Sold 1.7% in Q3 2023
Q2 2024
Increased shares by 6.1%
Added 6.1% in Q2 2024
Q1 2024
Increased shares by 7.1%
Added 7.1% in Q1 2024
Q2 2024
Increased shares by 52.4%
Added 52.4% in Q2 2024
Q2 2024
Increased shares by 1020.0%
Added 1020.0% in Q2 2024
Q1 2024
New holding
New holding in Q1 2024
Q2 2024
Increased shares by 55.6%
Added 55.6% in Q2 2024
Q1 2023
Sold 10.9% shares
Sold 10.9% in Q1 2023
Q4 2023
Increased shares by 100.0%
Added 100.0% in Q4 2023
Q2 2024
Increased shares by 53.8%
Added 53.8% in Q2 2024
Q3 2023
Sold 2.1% shares
Sold 2.1% in Q3 2023
Q2 2023
Increased shares by 14.9%
Added 14.9% in Q2 2023
Q2 2022
Sold 50.6% shares
Sold 50.6% in Q2 2022
Q1 2024
Sold 10.6% shares
Sold 10.6% in Q1 2024
Q2 2024
Increased shares by 109.8%
Added 109.8% in Q2 2024
Q2 2024
Increased shares by 1.0%
Added 1.0% in Q2 2024
Q2 2024
Increased shares by 0.6%
Added 0.6% in Q2 2024
Q2 2024
Increased shares by 50.0%
Added 50.0% in Q2 2024
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