Last Updated: January 19, 2017
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||ALGN||align technology inc||3.33%|
|3||AMZN||amazon com inc||3.34%|
|4||CRM||salesforce com inc||3.33%|
|5||CSCO||cisco sys inc||3.33%|
|6||CTSH||cognizant technology solutions cl a||3.33%|
|7||DIS||disney walt co disney||3.34%|
|8||EQGP||eqt gp hldgs lp com unit rep||3.33%|
|9||FBHS||fortune brands home & sec inc com||3.33%|
|10||FLT||fleetcor technologies inc com||3.34%|
|11||GILD||gilead sciences inc||3.34%|
|12||HBAN||huntington bancshares inc||3.33%|
|13||HDB||hdfc bank ltd adr reps 3 shs||3.33%|
|15||IX||orix corp adr||3.33%|
|16||LEA||lear corp com new||3.33%|
|17||LFC||china life ins co ltd adr rep h||3.33%|
|18||LOW||lowes cos inc||3.34%|
|19||MAR||marriott intl inc new cl a||3.34%|
|20||NEP||xtera energy partners lp com unit part i||3.33%|
|21||NEWM||new media invt group inc com||3.34%|
|22||NXPI||nxp semiconductors n v com||3.33%|
|24||RMP||rice midstream partners lp unit ltd part||3.33%|
|25||SHPG||shire plc adr||3.34%|
|26||TROW||price t rowe group inc com||3.33%|
|28||VMC||vulcan matls co||3.33%|
|29||WWAV||whitewave foods co com cl a||3.34%|
|30||ZBH||zimmer hldgs inc||3.34%|
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.