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: July 19, 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 2.79% 0.96%
Three-Month 11.42% 6.33%
Year-to-Date 20.12% 11.72%
One-Year 20.37% 16.73%
Three-Year (Annualized) 9.36% 10.01%
Five-Year (Annualized) 15.48% 14.84%
Since Inception 3.1% N/A
Volatility 9.74% 8.07%

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)
1ALGNalign technology inc3.34%
2ALKalaska air group inc3.33%
3AMTamerican tower reit com3.34%
4AVGObroadcom ltd shs3.33%
5BRK.Bberkshire hathaway inc del cl b new3.34%
6CBGcbre group, inc new3.33%
7CELGcelgene corp3.34%
8CMCSAcomcast corp new class a3.34%
9CNCcentene corp del3.33%
10CRMsalesforce com inc3.34%
11EVHCenvision healthcare corp com3.33%
12FBfacebook inc cl a3.33%
13FISfidelity natl information svcs com3.33%
14GOOGalphabet inc cap stk cl c3.33%
15GOOGLalphabet inc cap stk cl a3.33%
16HONhoneywell intl inc3.33%
17HRSharris corp del3.33%
18IPGinterpublic group cos inc3.33%
19LKQlkq corp3.33%
20LRCXlam research corp3.34%
21MHKmohawk inds inc3.34%
22NWLnewell brands inc3.33%
23PWRquanta svcs inc3.33%
24RTNraytheon co3.33%
25SBUXstarbucks corp3.34%
26STZconstellation brands inc cl a3.33%
27TMOthermo fisher scientific inc3.33%
28UNHunitedhealth group3.34%
29Vvisa inc.3.33%
30WRKwestrock co com3.33%

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.