Last Updated: February 15, 2019
Inception Date: 2009-08-04 00:00:00.0
Date Funded: 2012-10-09*
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- Securities were selected from the top 100 stocks owned by the Members of BetterInvesting as reported in the current Annual Investment Club Survey.
- Securities equally weighted in the folio.
- Securities and their percentage weights will change from year to year and, given the annual nature of their publication, you will not be able to track this list with the actual holdings of investment clubs.
Number of Securities
When this folio is updated it generally starts with 100 securities but the number of securities may decrease between updates if securities originally included are no longer tradable.
The folio will be updated annually to report holdings based on the BetterInvesting Top 100 index (NASDAQ: BIXX). Corporate actions, such as mergers or other events, will cause the underlying holdings in the folio to change. If changes occur that affect the folio, you will need to update your holdings to account for such activity. BetterInvesting does not update this list during the year to account for such activity.
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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.