Last Updated: May 23, 2018
Inception Date: 2007-07-18 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||CAJ||canon inc adr||8.00%|
|2||EWA||ishares msci australia index fund||52.00%|
|3||HMC||honda motor ltd amern shs||8.00%|
|4||IX||orix corp adr||8.00%|
|5||MUFG||mitsubishi ufj finl group inc ads||8.00%|
|6||NMR||nomura hldgs inc adr||8.00%|
|7||SMFG||sumitomo mitsui finl group inc sponsored||8.00%|
Steps to Create This Folio
- We ranked all Australian and New Zealand companies with U.S.-listed ADRs, as defined by Zacks Investment Research, according to their market capitalization.
- We incorporated the top 30 in the folio. If there were not 30 available, the complete list of stocks was added to the folio.
- We also added a percentage weighting to the iShares Australian ETF(EWA).
- We equally weighted all stocks so that they would total between 40% and 50% in the folio and weighted the ETF so it would total between 50% to 60% in the folio.
Number of Securities
There are generally less than 10 securities in this folio, although, this number can change.
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.