The T. Rowe Price Blue Chip Growth ETF remains a Hold due to persistent underperformance versus the S&P 500 and elevated fees. TCHP's concentrated tech exposure initially drove outperformance, but recent returns have mirrored SPY, eroding its active management thesis. Portfolio overweighting in NVDA, MSFT, AAPL, and GOOG (~43%) has not offset underweights in outperforming sectors like Healthcare and Industrials.
A new year brings a fresh opportunity to plan ahead and think long term about portfolios. Especially with so much uncertainty circling above, investors may be searching for solutions that offer consistency and durability.
What do you really own when you invest in growth funds? Growth-oriented equities have been a big driver of portfolio performance, but how best should investors get exposure?
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,507 | $819,832.88 | $986,761.59 | $166,928.71 | 20.36% |
| CE Curtis Ellergodt Rothschild Investment LLC | 42,480 | $2.12M | $2.15M | $30,797.8 | 1.45% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 953,977 | $39.76M | $48.26M | $8.49M | 21.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 37,860 | $1.15M | $1.91M | $759,872.13 | 66.2% |
Landaas & Company Landaas & Co | 17,367 | $716,932.42 | $878,162.35 | $161,229.93 | 22.49% |
| ARCA Exchange | US Country |
This company is positioned within the financial sector, specializing in investment services that primarily focus on equity investments in large- and mid-cap blue chip growth companies located in the United States. The core investment strategy hinges on allocating at least 80% of its assets towards the common stocks of these blue chip entities, or futures that mirror their economic characteristics. Target companies are recognized as well-established leaders within their respective industries, possessing a track record or potential for above-average earnings growth. The company pledges a meticulous selection process, favoring businesses that demonstrate dominant market positions, seasoned management teams, and robust financial fundamentals. Operating with a non-diversified fund model, this company aims to offer its clients a focused investment solution that leverages the growth potential of America's leading blue chip companies.
This product line involves the investment in common stocks of large- and mid-cap blue chip growth companies. These corporations are distinguished by their substantial establishment within their industries, potential for above-average earnings growth, and the presence of strong, experienced management teams alongside solid financial structures. The investment strategy focuses on entities listed in the United States, aiming to capitalize on their growth trajectories and market leadership.
Alongside direct equity investments, the company offers investment opportunities in futures that have similar economic characteristics to the common stocks of blue chip companies. This facet of the service portfolio allows for diversified investment approaches, catering to clients who seek exposure to the performance of blue chip companies through alternative financial instruments. It represents a strategic expansion of the company's investment capabilities, designed to accommodate different investor preferences and risk profiles.