Last Updated: May 23, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|3||AKAM||akamai technologies inc||3.33%|
|4||AOS||smith a o||3.34%|
|6||BHGE||baker hughes a ge co cl a||3.33%|
|7||BWA||borg warner, inc||3.33%|
|8||CDNS||cadence design system inc||3.33%|
|9||DISCA||discovery communicatns new com ser a||3.34%|
|10||DISH||dish network corp cl a||3.33%|
|12||ED||consolidated edison inc||3.33%|
|13||F||ford mtr co del par $0.01||3.34%|
|14||GIS||general mls inc||3.34%|
|15||HSIC||schein henry inc||3.34%|
|16||IPGP||ipg photonics corp com||3.33%|
|17||JEC||jacobs engr group inc del||3.33%|
|18||KMI||kinder morgan inc del com||3.34%|
|20||MRK||merck & co inc||3.33%|
|22||OXY||occidental pete corp del||3.33%|
|24||RHI||robert half intl inc||3.33%|
|25||STX||seagate technology plc shs||3.33%|
|26||TDG||transdigm group inc com||3.33%|
|28||ULTA||ulta beauty inc new||3.33%|
|29||WYN||wyndham worldwide corp||3.34%|
|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.