Last Updated: May 24, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AGN||allergan plc shs||3.33%|
|2||ALK||alaska air group inc||3.33%|
|3||BMY||bristol myers squibb co||3.33%|
|4||CME||cme group inc cl a||3.34%|
|5||COL||rockwell collins inc||3.33%|
|7||FMC||f m c corp new||3.34%|
|8||FTI||technipfmc ltd new||3.33%|
|9||GPN||global pmts inc||3.33%|
|10||HBAN||huntington bancshares inc||3.34%|
|11||LNC||lincoln natl corp ind||3.33%|
|12||LYB||lyondellbasell industries n v shs - a -||3.33%|
|14||MCHP||microchip technology inc||3.33%|
|15||MKC||mccormick & co inc non vtg||3.33%|
|17||MU||micron technology inc||3.34%|
|18||NRG||nrg energy inc com new||3.34%|
|19||NTRS||northern tr corp||3.34%|
|20||OKE||oneok inc new||3.33%|
|22||PBCT||peoples united financial inc com||3.33%|
|23||PCLN||priceline group com inc new||3.34%|
|25||SHW||sherwin williams co||3.33%|
|27||SWK||stanley black & decker inc com||3.33%|
|28||TGNA||tegna inc new||3.33%|
|30||WYNN||wynn resorts ltd||3.33%|
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.