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: December 9, 2016

Category: Strategy
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 4.34% 4.66%
Three-Month 5.87% 6.76%
Year-to-Date 12.76% 12.86%
One-Year 11.0% 12.76%
Three-Year (Annualized) 8.02% 10.0%
Five-Year (Annualized) 15.08% 14.9%
Since Inception 10.66% N/A
Volatility 14.66% 13.67%

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)
1ADPautomatic data processing inc3.33%
2AIVapartment invt & mgmt co cl a3.33%
3ALLEallegion pub ltd co ord shs3.34%
4AYIacuity brands inc3.34%
5BIIBbiogen inc3.33%
6CNPcenterpoint energy inc com3.33%
7CTLcenturylink inc com3.34%
8DEdeere & co3.33%
9DTEdte energy co3.33%
10EIXedison intl3.34%
11EOGeog res inc3.33%
12FBHSfortune brands home & sec inc com3.33%
13GEgeneral elec co3.34%
14GPNglobal pmts inc3.33%
15GTgoodyear tire & rubr co3.33%
16HCPhcp inc3.33%
17HRSharris corp del3.34%
18LEGleggett & platt inc3.33%
19LMTlockheed martin corp3.34%
20MPCmarathon pete corp com3.33%
21NEMnewmont mining corp3.33%
22NSCnorfolk southern corp3.34%
23PHparker hannifin corp3.34%
24PRUprudential finl inc3.33%
25QCOMqualcomm inc3.33%
26SHWsherwin williams co3.33%
27SYYsysco corp3.33%
28TDGtransdigm group inc com3.33%
29VNOvornado rlty tr sh ben int3.33%
30WMwaste mgmt inc del3.34%

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.