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: May 24, 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 2.0% 1.47%
Three-Month 3.0% 2.04%
Year-to-Date 7.13% 8.26%
One-Year 20.5% 18.26%
Three-Year (Annualized) 5.94% 10.43%
Five-Year (Annualized) 14.75% 15.15%
Since Inception 10.76% N/A
Volatility 13.76% 9.58%

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)
1AGNallergan plc shs3.33%
2ALKalaska air group inc3.33%
3BMYbristol myers squibb co3.33%
4CMEcme group inc cl a3.34%
5COLrockwell collins inc3.33%
6FLSflowserve corp3.33%
7FMCf m c corp new3.34%
8FTItechnipfmc ltd new3.33%
9GPNglobal pmts inc3.33%
10HBANhuntington bancshares inc3.34%
11LNClincoln natl corp ind3.33%
12LYBlyondellbasell industries n v shs - a -3.33%
13MCDmcdonalds corp3.34%
14MCHPmicrochip technology inc3.33%
15MKCmccormick & co inc non vtg3.33%
16MOSmosaic co3.34%
17MUmicron technology inc3.34%
18NRGnrg energy inc com new3.34%
19NTRSnorthern tr corp3.34%
20OKEoneok inc new3.33%
21PAYXpaychex inc3.33%
22PBCTpeoples united financial inc com3.33%
23PCLNpriceline group com inc new3.34%
24SBUXstarbucks corp3.34%
25SHWsherwin williams co3.33%
26SRCLstericycle inc3.33%
27SWKstanley black & decker inc com3.33%
28TGNAtegna inc new3.33%
29WYweyerhaeuser co3.33%
30WYNNwynn resorts ltd3.33%

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.