Last Updated: December 9, 2016
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ADP||automatic data processing inc||3.33%|
|2||AIV||apartment invt & mgmt co cl a||3.33%|
|3||ALLE||allegion pub ltd co ord shs||3.34%|
|4||AYI||acuity brands inc||3.34%|
|6||CNP||centerpoint energy inc com||3.33%|
|7||CTL||centurylink inc com||3.34%|
|8||DE||deere & co||3.33%|
|9||DTE||dte energy co||3.33%|
|11||EOG||eog res inc||3.33%|
|12||FBHS||fortune brands home & sec inc com||3.33%|
|13||GE||general elec co||3.34%|
|14||GPN||global pmts inc||3.33%|
|15||GT||goodyear tire & rubr co||3.33%|
|17||HRS||harris corp del||3.34%|
|18||LEG||leggett & platt inc||3.33%|
|19||LMT||lockheed martin corp||3.34%|
|20||MPC||marathon pete corp com||3.33%|
|21||NEM||newmont mining corp||3.33%|
|22||NSC||norfolk southern corp||3.34%|
|23||PH||parker hannifin corp||3.34%|
|24||PRU||prudential finl inc||3.33%|
|26||SHW||sherwin williams co||3.33%|
|28||TDG||transdigm group inc com||3.33%|
|29||VNO||vornado rlty tr sh ben int||3.33%|
|30||WM||waste mgmt inc del||3.34%|
Steps to Create This Folio
- We examined buy ratings by equity analysts for all stocks in the S&P 500, as reported by Zacks Investment Research. Zacks gives each a company a rating in the form of a number ranging from 1 to 5. The lower the number, the more strongly an analyst recommends buying that particular stock and vice versa as a sell rating for higher numbers.
- We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
- 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.