Last Updated: September 20, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ATVI||activision blizzard inc||3.33%|
|2||BLK||blackrock inc cl a||3.33%|
|3||CHD||church & dwight inc||3.33%|
|4||CHTR||charter communications inc del cl a new||3.33%|
|5||CXO||concho res inc com||3.33%|
|6||DLTR||dollar tree stores inc||3.34%|
|8||EXPD||expeditors intl wash inc||3.33%|
|9||FOXA||twenty-first century fox cl a new||3.34%|
|10||GPS||gap inc del||3.33%|
|11||HIG||hartford finl svcs group inc||3.33%|
|12||HSY||hershey co com||3.34%|
|13||IDXX||idexx labs inc||3.33%|
|15||IP||intl paper co||3.33%|
|16||LLL||l-3 communications hldgs inc||3.34%|
|17||LNC||lincoln natl corp ind||3.33%|
|20||NBL||noble energy inc||3.34%|
|22||PEG||public svc enterprise group||3.34%|
|24||RE||everest re group ltd||3.34%|
|25||SCG||scana corp new||3.34%|
|27||URI||united rentals inc||3.34%|
|28||VMC||vulcan matls co||3.33%|
|29||WYNN||wynn resorts ltd||3.33%|
|30||XEC||cimarex energy co||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.