Morgan Stanley refreshed its Dividend Equity Portfolio and dropped this big tech n
Investing.com -- Morgan Stanley has undertaken a strategic refresh of its Dividend Equity Portfolio, making key adjustments that reflect shifting market dynamics and a careful reassessment of risk and opportunity.)., one of the biggest names in tech.
The company’s diverse portfolio, which spans combat systems, marine systems, and aerospace, positions it well to capitalize on expanded defense budgets in the U.S. and other NATO countries. Constellation Energy, the largest nuclear utility in the U.S., has been added to the portfolio to increase exposure to the Utilities sector. As energy demands rise, particularly in an already constrained grid, Constellation Energy’s nuclear power capabilities are expected to play a crucial role.
The decision to remove Microsoft from the portfolio, however, is perhaps the most surprising aspect of this strategic refresh. Despite the tech giant’s impressive 69% gain since its inclusion in October 2022, Morgan Stanley raised concerns about the company’s increasing capital expenditures, particularly related to its investments in generative AI and cloud infrastructure.
By removing Microsoft, Morgan Stanley is not only locking in gains but also reallocating those funds to stocks with higher dividend yields and more defensive characteristics, aligning more closely with the portfolio’s objectives.
United States Latest News, United States Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Morgan Stanley Wealth Management revamped its dividend equity portfolio, adding this high-flying utilities playThe Wall Street firm updated its dividend equity model portfolio, adding two new names and dropping a tech giant.
Read more »
New Stanley x CALIA collection: Stanley tumblers that pair with your favorite workout gearThe new Stanley collection pairs CALIA's unique colors and patterns with the company's classic quenchers, tumblers and water bottles.
Read more »
Morgan Stanley says this is a 'highly attractive' stock with long growth historyMorgan Stanley says this is a 'highly attractive' stock with long growth history
Read more »
Morgan Stanley argues for Amazon to reward investors like Meta and Alphabet recently didEvery weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Read more »
Morgan Stanley's global market sentiment indicator signals risk onMorgan Stanley's global market sentiment indicator signals risk on
Read more »
Morgan Stanley Becomes Fifth Largest IBIT Holder With $188M PositionCrypto Blog
Read more »