Last Updated: December 8, 2016
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ABBV||abbvie inc com||3.34%|
|2||AMTD||td ameritrade hldg corp cl a||3.33%|
|3||AOS||smith a o||3.33%|
|4||BLK||blackrock inc cl a||3.33%|
|6||CSCO||cisco sys inc||3.33%|
|7||CSL||carlisle cos inc||3.33%|
|8||CTSH||cognizant technology solutions cl a||3.33%|
|9||DIS||disney walt co disney||3.34%|
|10||EQGP||eqt gp hldgs lp com unit rep||3.33%|
|11||ESRX||express scripts inc cl a||3.34%|
|12||FBHS||fortune brands home & sec inc com||3.34%|
|14||FLT||fleetcor technologies inc com||3.34%|
|15||HDB||hdfc bank ltd adr reps 3 shs||3.33%|
|16||HLT||hilton worldwide hldgs inc com||3.34%|
|18||LEA||lear corp com new||3.33%|
|19||LFC||china life ins co ltd adr rep h||3.33%|
|20||NEWM||new media invt group inc com||3.34%|
|21||NTES||netease com inc adr||3.33%|
|22||NWL||newell brands inc||3.34%|
|24||PSXP||phillips 66 partners lp com unit rep int||3.33%|
|28||VMC||vulcan matls co||3.33%|
|29||VMW||vmware inc cl a com||3.33%|
|30||WRK||westrock co com||3.33%|
Steps to Create This Folio
- 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.
- 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.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 30 securities in the folio.
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.