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: September 20, 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 3.93% 3.58%
Three-Month 3.22% 3.43%
Year-to-Date 12.55% 13.68%
One-Year 18.03% 19.66%
Three-Year (Annualized) 6.04% 9.93%
Five-Year (Annualized) 12.55% 13.81%
Since Inception 10.88% N/A
Volatility 9.08% 7.69%

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)
1ATVIactivision blizzard inc3.33%
2BLKblackrock inc cl a3.33%
3CHDchurch & dwight inc3.33%
4CHTRcharter communications inc del cl a new3.33%
5CXOconcho res inc com3.33%
6DLTRdollar tree stores inc3.34%
7EIXedison intl3.33%
8EXPDexpeditors intl wash inc3.33%
9FOXAtwenty-first century fox cl a new3.34%
10GPSgap inc del3.33%
11HIGhartford finl svcs group inc3.33%
12HSYhershey co com3.34%
13IDXXidexx labs inc3.33%
14INTUintuit3.33%
15IPintl paper co3.33%
16LLLl-3 communications hldgs inc3.34%
17LNClincoln natl corp ind3.33%
18MACmacerich co3.33%
19METmetlife inc3.34%
20NBLnoble energy inc3.34%
21NTAPnetapp inc3.33%
22PEGpublic svc enterprise group3.34%
23PKIperkinelmer inc3.33%
24REeverest re group ltd3.34%
25SCGscana corp new3.34%
26UDRudr inc3.33%
27URIunited rentals inc3.34%
28VMCvulcan matls co3.33%
29WYNNwynn resorts ltd3.33%
30XECcimarex energy co3.33%

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.