Objective

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

Strategy

The Analyst Upgrade folio is comprised of stocks that have had the greatest improvement in analyst ratings over the past month.

If a company has multiple ratings improvements, it may signify potential opportunities for capital appreciation. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.

Last Updated: November 16, 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 2.45% 1.3%
Three-Month 6.87% 5.28%
Year-to-Date 17.92% 17.57%
One-Year 20.35% 21.21%
Three-Year (Annualized) 7.76% 10.51%
Five-Year (Annualized) 15.0% 16.12%
Since Inception 11.07% N/A
Volatility 7.69% 6.8%

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)
1ABCamerisourcebergen corp com cl a3.33%
2BIIBbiogen inc3.33%
3CAGconagra brands inc3.34%
4CHRWc h robinson worldwide inc new3.33%
5CLcolgate palmolive co3.33%
6CMScms energy corp3.33%
7COFcapital one finl corp3.34%
8DPSdr pepper snapple group inc com3.33%
9EDconsolidated edison inc3.34%
10ETFCe trade financial corp new3.33%
11ETRentergy corp new3.33%
12ILMNillumina inc3.34%
13IRMiron mtn inc new com3.34%
14ITWillinois tool wks inc3.34%
15JNJjohnson & johnson3.33%
16KHCkraft heinz co com3.33%
17KLACkla-tencor corp3.33%
18KSUkansas city southn inds inc3.33%
19LENlennar corp3.34%
20MCKmckesson corporation3.33%
21MLMmartin marietta matls inc3.34%
22MPCmarathon pete corp com3.33%
23NCLHnorwegian cruise line hldgs lt shs3.34%
24PRUprudential finl inc3.34%
25SNAsnap on inc3.33%
26TSStotal sys svcs inc3.33%
27UDRudr inc3.33%
28WYNwyndham worldwide corp3.33%
29WYNNwynn resorts ltd3.33%
30XELxcel energy inc3.33%

Steps to Create This Folio

  1. 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.
  2. We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
  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.