Objective

The Aggressive folio was developed for investors seeking aggressive long-term capital appreciation potential in return for high volatility.

Strategy

The Aggressive folio was developed to have a level of risk greater than that of the overall market, specifically the S&P 500.

The folio is expected to achieve returns above the overall market during market upswings, and lower returns during downswings, due to higher volatility than the overall market.

Last Updated: October 18, 2018

Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

Folio S&P 500 Total Return
One-Month -7.56% -4.55%
Three-Month -5.21% -1.18%
Year-to-Date 1.09% 5.15%
One-Year 7.47% 10.21%
Three-Year (Annualized) 14.66% 13.14%
Five-Year (Annualized) 10.63% 11.95%
Since Inception 6.25% N/A
Volatility 14.58% 13.48%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We screened for securities with historical betas higher than average (greater than 1.2 but less than 1.5) with market capitalizations greater than $500 million.
  2. We selected the securities with the largest market capitalization in each sector, and targeted the sector weights to be comparable to the S&P 500.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.