Microsoft Corporation (MSFT), General Electric Company (GE): Cleveland-Based Fund Bullish On Blue Chips And Higher-Risk Bets

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MAI Wealth Advisors’ fifth largest holding is a bit more mainstream: Microsoft Corporation(NASDAQ:MSFT). The investment team has added 13% to their stake in the tech giant. Microsoft Corporation (NASDAQ:MSFT) is currently trading at a trailing P/E ratio of 17.25 and has a forward P/E ratio of 10.89, signaling that Wall Street expects the software giant to thrive in the coming years.

The stock has already established a technical uptrend, gaining 22% in 2013. With Microsoft set to launch a new Xbox game console this year, in addition to their aggressive approach to gain more ground in the smartphone market, it’s easy to expect the stock to further appreciate.

Final thoughts

The main bets of MAI Wealth Advisors seem to resemble the Capital Asset Pricing Model. Gray has made some risky investments in stocks that are traded Over-The-Counter (OTC) and has tried to balance them by adding to the fund’s holdings in blue chips like Microsoft and General Electric.

You can compare this equity portfolio with those of other hedge funds, and also make sure you check out market-beating strategy. We reveal the details of this strategy in our premium section, and you can also download the free edition of our newsletter here.

Disclosure: none

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