Last Updated: November 20, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||A||agilent technologies inc||3.33%|
|2||ADBE||adobe sys inc||3.33%|
|3||ALGN||align technology inc||3.33%|
|4||AMT||american tower reit com||3.34%|
|5||AMZN||amazon com inc||3.34%|
|6||AVGO||broadcom ltd shs||3.33%|
|7||CBG||cbre group, inc new||3.33%|
|8||CMCSA||comcast corp new class a||3.34%|
|9||CRM||salesforce com inc||3.33%|
|10||EA||electronic arts inc||3.34%|
|11||EVHC||envision healthcare corp com||3.33%|
|12||FB||facebook inc cl a||3.33%|
|13||FIS||fidelity natl information svcs com||3.33%|
|14||FOX||twenty-first century fox inc new||3.33%|
|15||GOOG||alphabet inc cap stk cl c||3.34%|
|16||GOOGL||alphabet inc cap stk cl a||3.33%|
|17||HON||honeywell intl inc||3.33%|
|18||KHC||kraft heinz co com||3.33%|
|20||MA||mastercard inc com||3.34%|
|21||MHK||mohawk inds inc||3.33%|
|22||MU||micron technology inc||3.33%|
|23||PWR||quanta svcs inc||3.33%|
|24||PYPL||paypal hldgs inc||3.33%|
|25||RCL||royal caribbean cruises ltd||3.33%|
|26||ROP||roper inds inc new||3.33%|
|28||TMO||thermo fisher scientific inc||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.