IIVIP - A Breakdown Of My Portfolio Holdings

January, 04 2021 02:24 PM II-VI Incorporated 6.00% Series A Mandatory Convertible Preferred Stock

I'm sharing the year-end letter I wrote to family members and friends whose accounts I manage.
In the second part of two, I break down our portfolio holdings to explain why they're in our portfolio.
We have 24 US equity positions, 4 European equity positions, and a few short-term bond ETFs (and normally, some hedges). I explain each.
I also briefly touch on stocks that came and went from the portfolio, or stocks that were jettisoned at some point this year.

For further details see:

Company Name:	II-VI Incorporated 6.00% Series A Mandatory Convertible Preferred Stock
Stock Symbol:	IIVIP
Market:	NASDAQ