Value Line Multi-Cap Global Portfolio
Seize the potential for growth by investing in U.S.-listed companies that generate significant revenues from foreign (non-U.S.) business activities. The Value Line Multi-Cap Global Portfolio enables investors to participate in global growth by owning share in companies that generate more than 50% of their revenues from activities outside of the U.S. By investing in this portfolio of publicly traded companies, investors can enjoy the transparency and regulatory benefits of the U.S stock markets while gaining significant portfolio exposure to revenues generated from international business opportunities.
|Number of Stocks
|Average Market Cap
All Value Line Ranked stocks that have significant revenues generated from activities outside of the U.S. are eligible for inclusion in the Value Line Multi-Cap Global Portfolio Composite. Approximately 200 companies meet the Composite criteria out of the 1700 Value Line universe. U.S.-listed securities within the portfolio are selected from stocks with a higher Timeliness™ Rank and significant foreign-sourced revenue. The Composite will consist of 50 stocks.
How Stocks Are Selected
The Portfolio will consist of stocks meeting the following criteria:
- Stocks with over 50% of revenue from outside the U.S.
- Higher Value Line Timeliness™ Rank
- The Portfolio consists of approximately 50 stocks
- Stocks are reselected and equally weighted each month
Top 10 Holdings (%) as of 12/31/23
|Lam Research Corp
|Ralph Lauren Corp Class A
|Inter Parfums Inc
|Vertiv Holdings Co Class A
|Taiwan Semiconductor Manufacturing Co Ltd ADR
|Axalta Coating Systems Ltd
Performance as of 12/31/23
Sector Distribution as of 12/31/23
Source: Morningstar Direct.