Craig Hodges is co-founder and principal of the Dallas based money management firm Hodges Capital Management. Craig and the investment team manage several different investment strategies that cover most major segments of the domestic equity market. These include the Hodges Multi Cap Strategy and the Hodges Small Cap Strategy, as well as separately managed accounts for high-net-worth individuals, family offices, and foundations. After he began his investment career with Rauscher Pierce Refsnes Inc., now RBC Wealth Management, in 1986, Craig co-founded Hodges Capital Management to better serve his clients by utilizing proprietary, in-house research. Craig is a frequent guest on CNBC and FOX Business News and has been featured in several publications including the New York Times, Forbes, and Barron’s. Craig majored in finance and marketing, receiving a bachelor’s degree from Baylor University in 1986. He is active in the community and has served on several investment committees including Methodist Health Systems Foundation, Southwestern Theological Seminary, Trinity Christian Academy, and is a member of the board of directors of VLSIP Technologies. Craig and his wife Jo Ann reside in Dallas with their twin daughters Katherine and Haley and a son, Case.
FAQs
What is the average return on blue chip stocks? ›
In general, the average rate of return on blue-chip stocks is around 10%, which is similar to the indices that they are featured on. A good indicator of blue-chip status is if the company is listed on a renowned stock index.
How much of my portfolio should be in blue chip stocks? ›Blue chips in a well-balanced portfolio
However, just about every investor can benefit from having a portion of their portfolio invested in blue chip stocks. It doesn't have to be a set percentage; investors will have varying viewpoints about how much risk they want to assume.
The formula for calculating total return is Total Return = (Ending Value – Beginning Value + Dividends or Interest) / Beginning Value * 100.
Is Fidelity blue chip a good investment? ›Overall Rating. Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1109 funds within its Morningstar Category.
What is the best performing blue chip stocks? ›| Stock (Ticker) | Market Capitalisation (AUD) |
|---|---|
| Apple (AAPL) | 3.98 Trillion |
| Nvidia (NVDA) | 3.34 Trillion |
| Meta Platforms (META) | 2.04 Trillion |
| Johnson & Johnson (JNJ) | 558.02 Billion |
| Stock | Sector | Dividend yield |
|---|---|---|
| 3M Co. (MMM) | Industrials | 6.1% |
| Exxon Mobil Corp. (XOM) | Energy | 3.3% |
| Sysco Corp. (SYY) | Consumer defensive | 2.8% |
| Caterpillar Inc. (CAT) | Industrials | 1.6% |
| Stock | 2024 Return Through April 30 |
|---|---|
| Trump Media & Technology Group Corp. (DJT) | 185.3% |
| Canopy Growth Corp. (CGC) | 191.2% |
| Super Micro Computer Inc. (SMCI) | 202.1% |
| Alpine Immune Sciences Inc. (ALPN) | 238.9% |
And while Costco will probably remain a stable and successful blue chip company over the next five years, there doesn't seem to be any undiscovered value in the equity right now. Investors may want to wait for a future correction before taking a position in the stock.
Are blue chip stocks profitable? ›A blue chip stock refers to the shares of an established, profitable, and well-recognized corporation.
What stock has the highest return? ›| Company | Performance (Year) |
|---|---|
| Broadcom Inc (AVGO) | 110.01% |
| Western Digital Corp. (WDC) | 109.97% |
| Meta Platforms Inc (META) | 102.42% |
| United Rentals, Inc. (URI) | 98.06% |
What is a total return strategy? ›
Total return is a core-plus strategy designed to seek consistent, attractive returns across all market cycles via a multi-sector approach, while remaining benchmark-aware and retaining the general risk profile of conservative fixed income investments.
What is the average annual total return? ›An annualized total return is the geometric average amount of money an investment earns each year over a given period. The annualized return formula is calculated as a geometric average to show what an investor would earn over some time if the annual return were compounded.
Are blue chip funds risky? ›Investing in Blue Chip Stocks or Funds is generally safer than many other investment options due to the stability of these established companies. However, it's essential to assess your risk tolerance and diversify your portfolio to manage risk effectively.
What are the top 10 holdings in fidelity blue chip growth? ›- NVDA. NVIDIA Corporation 13.16%
- MSFT. Microsoft Corporation 9.10%
- AMZN. Amazon.com, Inc. 8.63%
- AAPL. Apple Inc. 6.80%
- GOOGL. Alphabet Inc. 5.89%
- META. Meta Platforms, Inc. 5.59%
- MRVL. Marvell Technology, Inc. 3.23%
- LLY. Eli Lilly and Company 2.63%
| Asset Type | Fund Name | Allocation |
|---|---|---|
| Foreign Stock | Fidelity International Value Fund (FIVLX) | 19.00% |
| Domestic Stock | Fidelity Mega Cap Stock Fund (FGRTX) | 16.00% |
| Domestic Stock | Fidelity Mid-Cap Stock Fund (FMCSX) | 6.00% |
| Domestic Stock | Fidelity New Millennium Fund (FMILX) | 14.00% |
It's generally the market leader or among the top three companies in its sector, and, more often than not, is a household name. For all of these reasons, blue chip stocks can make good investments and are among the most popular stock purchases for investors.
Is a 5% return on a stock good? ›A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.
What is a normal rate of return on stocks? ›The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. In some years, the market returns more than that, and in other years it returns less.