Last Updated: March 27, 2017
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ARNC||arconic inc new||3.34%|
|2||BEN||franklin res inc||3.33%|
|4||CAT||caterpillar inc del||3.33%|
|5||CBOE||cboe hldgs inc com||3.33%|
|6||COG||cabot oil & gas corp cl a||3.33%|
|7||DAL||delta air lines inc del new||3.33%|
|8||DIS||disney walt co disney||3.34%|
|12||F||ford mtr co del par $0.01||3.33%|
|13||FTI||technipfmc ltd new||3.33%|
|14||HSY||hershey co com||3.33%|
|15||KO||coca cola co||3.33%|
|16||LEG||leggett & platt inc||3.34%|
|17||MSI||motorola solutions, inc new||3.33%|
|20||OKE||oneok inc new||3.33%|
|21||PG||procter & gamble co||3.34%|
|22||PH||parker hannifin corp||3.33%|
|24||SWK||stanley black & decker inc com||3.33%|
|25||TSN||tyson foods inc cl a||3.33%|
|26||TSO||tesoro pete corp||3.33%|
|27||TSS||total sys svcs inc||3.33%|
|29||VIAB||viacom inc cl b||3.34%|
|30||WRK||westrock co com||3.34%|
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.