Last Updated: March 27, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ALLE||allegion pub ltd co ord shs||3.34%|
|2||AMAT||applied matls inc||3.34%|
|3||AMT||american tower reit com||3.33%|
|4||AMZN||amazon com inc||3.33%|
|5||AVGO||broadcom ltd shs||3.34%|
|6||BRK.B||berkshire hathaway inc del cl b new||3.33%|
|7||CBG||cbre group, inc new||3.33%|
|9||CMCSA||comcast corp new class a||3.33%|
|10||CNC||centene corp del||3.33%|
|11||COO||cooper cos inc new||3.33%|
|12||CRM||salesforce com inc||3.34%|
|13||EVHC||envision healthcare corp com||3.34%|
|15||FB||facebook inc cl a||3.34%|
|16||FIS||fidelity natl information svcs com||3.33%|
|17||GOOG||alphabet inc cap stk cl c||3.33%|
|18||GOOGL||alphabet inc cap stk cl a||3.34%|
|19||HON||honeywell intl inc||3.33%|
|20||HRS||harris corp del||3.33%|
|21||IPG||interpublic group cos inc||3.33%|
|23||NWL||newell brands inc||3.34%|
|24||ROP||roper inds inc new||3.33%|
|26||STZ||constellation brands inc cl a||3.33%|
|27||SYF||synchrony finl com||3.33%|
|30||ZTS||zoetis inc cl a||3.34%|
Steps to Create This Folio
- 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.
- We selected the 30 stocks with the strongest buy rating and therefore, the lowest average score.
- 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.