Last Updated: September 23, 2016
Inception Date: September 07, 2000
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ADI||analog devices inc||3.33%|
|2||ADM||archer daniels midland co||3.33%|
|3||AGN||allergan plc shs||3.33%|
|4||AJG||gallagher arthur j & co||3.33%|
|5||AVY||avery dennison corp||3.34%|
|6||BF.B||brown forman corp cl b||3.34%|
|7||COG||cabot oil & gas corp cl a||3.34%|
|9||DVA||davita inc com||3.33%|
|10||ETR||entergy corp new||3.33%|
|12||GE||general elec co||3.33%|
|13||HRL||hormel foods corp||3.33%|
|14||MHK||mohawk inds inc||3.34%|
|15||MKC||mccormick & co inc non vtg||3.34%|
|16||MRK||merck & co inc||3.33%|
|17||MRO||marathon oil corp new||3.34%|
|18||PWR||quanta svcs inc||3.33%|
|19||R||ryder sys inc||3.33%|
|20||RAI||reynolds american inc com||3.33%|
|21||ROK||rockwell automation inc||3.33%|
|22||ROP||roper inds inc new||3.33%|
|23||TAP||molson coors brewing co cl b||3.34%|
|24||TSN||tyson foods inc cl a||3.33%|
|25||TSS||total sys svcs inc||3.33%|
|26||UAL||united contl hldgs inc com||3.33%|
|28||UHS||universal hlth svcs inc cl b||3.33%|
|30||WMB||williams cos inc del||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.