2010 Press Releases

Folio Investing Announces First Quarter’s Top 5 RTG Folios


McLean, Virginia – Online brokerage Folio Investing today announced its Top 5 performing Ready-to-Go Folios for the first quarter of 2010. Two of the Top 5 portfolios are composed of investments in the commercial real estate sector.

Folio Investing’s Ready-to-Go Folios are professionally designed model portfolios that investors can purchase in a single transaction. Using RTGs as building blocks, an investor can quickly assemble a complete and diversified portfolio. Various RTGs represent market indices, industry sectors, geographic regions, investment styles, target date investments and other categories.

The Retail REIT Folio was Folio Investing’s best-performing Ready-to-Go Folio for the first quarter, with a return of 17.85 percent. The Retail REIT Folio consists of the stocks of 25 companies involved in the construction of shopping centers, outlet malls, small neighborhood centers and urban retail locations.

Also among the Top 5 RTG Folios for the quarter was the Industrial-Office REIT Folio, composed of investments in 29 firms which construct industrial buildings, warehouses, distribution centers and office buildings. The Industrial-Office REIT Folio gained 11.55 percent in the quarter.

Comparatively, the top ten performing real estate mutual funds for the first quarter had an average return of 9.63 percent.* The general stock market, as represented by the Standard & Poor’s 500 Index, gained 4.9 percent in the quarter.

Folio Investing’s Top Five Ready-to-Go Folios: First Quarter 2010

RTG Folio Q1 Return
Retail REIT Folio 17.85%
Aerospace Folio 12.29%
Analyst Upgrades Folio 11.62%
Industrial-Office REIT Folio 11.55%
Small-Cap Value Folio 10.22%

For information on the Folios’ holdings and methodologies, go to: https://www.folioinvesting.com/folioinvesting/rtg/.

About Folio Investing

Folio Investing, a division of FOLIOfn Investments, Inc., is an online brokerage that enables investors to manage stocks, ETFs, and mutual funds as integrated investment portfolios called “Folios” that deliver better control, greater transparency, and lower cost. Investors can create their own Folios, much like creating personalized ETFs or mutual funds, or invest in over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. The Folio Unlimited Plan features unlimited commission-free trading in twice-daily windows for only $29 a month or $290 a year. Ready-to-Go Folios can be managed or unmanaged, are not registered investment companies, and are offered by FOLIOfn Investments, Inc., a registered broker-dealer. FOLIOfn Investments, Inc. does not provide investment, tax, or legal advice. FOLIOfn Investments, Inc., is a member of FINRA/SIPC.