Objective

The Analyst Selection folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.

Strategy

The Analyst Selection folio consists of stocks with the strongest buy ratings from equity analysts covering the respective stocks.

Analysts rate equities from a numerical scale of 1 (strongest buy rating) to 5 (strongest sell rating). As such, the closer a stock’s rating is to 1, the more strongly analysts recommend the stock. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.

Last Updated: November 20, 2017

Category: Strategy
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 1.28% 0.46%
Three-Month 6.62% 6.98%
Year-to-Date 25.05% 17.42%
One-Year 25.48% 20.75%
Three-Year (Annualized) 9.72% 10.23%
Five-Year (Annualized) 16.07% 15.61%
Since Inception 3.29% N/A
Volatility 9.47% 6.78%

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.

#SymbolCompanyWeight
(% of Folio)
1Aagilent technologies inc3.33%
2ADBEadobe sys inc3.33%
3ALGNalign technology inc3.33%
4AMTamerican tower reit com3.34%
5AMZNamazon com inc3.34%
6AVGObroadcom ltd shs3.33%
7CBGcbre group, inc new3.33%
8CMCSAcomcast corp new class a3.34%
9CRMsalesforce com inc3.33%
10EAelectronic arts inc3.34%
11EVHCenvision healthcare corp com3.33%
12FBfacebook inc cl a3.33%
13FISfidelity natl information svcs com3.33%
14FOXtwenty-first century fox inc new3.33%
15GOOGalphabet inc cap stk cl c3.34%
16GOOGLalphabet inc cap stk cl a3.33%
17HONhoneywell intl inc3.33%
18KHCkraft heinz co com3.33%
19LKQlkq corp3.34%
20MAmastercard inc com3.34%
21MHKmohawk inds inc3.33%
22MUmicron technology inc3.33%
23PWRquanta svcs inc3.33%
24PYPLpaypal hldgs inc3.33%
25RCLroyal caribbean cruises ltd3.33%
26ROProper inds inc new3.33%
27RTNraytheon co3.34%
28TMOthermo fisher scientific inc3.34%
29UNHunitedhealth group3.33%
30Vvisa inc.3.34%

Steps to Create This Folio

  1. We examined buy ratings by Wall Street equity analysts for all stocks in the S&P 500, as reported by Zacks Investment Research. Zacks gives each company a rating in the form of a number ranging from 1 to 5. The lower the number, the more strongly the equity analyst recommends buying that particular stock and vice versa as a sell rating for a higher number.
  2. We selected the 30 stocks with the strongest buy rating and therefore, the lowest average score.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Monthly.

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.