2010 Press Releases

Folio Investing Announces Second Quarter’s Top 5 RTG Folios


McLean, Virginia – Underscoring the stock market’s volatility in the second quarter, online brokerage Folio Investing today announced that each of its Top 5 performing Ready-to-Go Folios for the quarter were either bear market or bond Folios.

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 Bear Market 2X Folio was Folio Investing’s No. 1-performing Ready-to-Go Folio for the second quarter, with a return of 15.16 percent. The Bear Market 2X Folio is designed to be negatively or inversely correlated with the performance of the overall market on a daily basis. This Folio is designed to provide a short-term hedge during market downturns or periods of significant volatility. It is not designed to be used as part of a long-term strategy.

Two other similarly designed Bear Market Folios, along with two ETF-based Bond Folios, round out the Top 5 for the second quarter. In contrast, the Top 5 RTG Folios for the first quarter consisted of a mix of industry and strategy Folios (See April press release.)

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

RTG Folio Q1 Return
Bear Market 2X Folio 15.16%
Bear Market 1.5X Folio 12.72%
Bear Market 1X Folio 8.81%
Bond ETF Folio 4.21%
Government Bond Folio 3.61%

Comparatively, the overall stock market, as represented by the Standard & Poor’s 500 Index, fell 11.43 percent in the second quarter.

For quarterly performance data on all 150 RTG Folios, along with information on their holdings and methodologies, go to: 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.