Objective

BetterInvesting is a non-profit U.S. organization that supports investment clubs and individual investor education. This portfolio is not strategically designed or meant to achieve a particular goal, but is rather a report of the holdings of investment clubs. If you use this portfolio, be sure that its holdings meet your investment objectives. This list of securities will not be updated on a regular basis, nor will it represent the current holdings of the investment clubs surveyed after the list’s annual publication date.

Strategy

The BetterInvesting Top 100 index is a selection of the Top 100 stocks owned by the Members of BetterInvesting. It is updated once a year based on the Annual Investment Club Survey, published by BetterInvesting every December. You can view the index on the NASDAQ exchange under the symbol BIXX (note that an index is not a tradable security). Learn more at www.betterinvesting.org.

Last Updated: November 16, 2017

Category: Strategy
Inception Date: 2009-08-04 00:00:00.0
Date Funded: 2012-10-09*

Folio S&P 500 Total Return
One-Month 1.22% 1.3%
Three-Month 5.76% 5.28%
Year-to-Date 14.81% 17.57%
One-Year 17.53% 21.21%
Three-Year (Annualized) 10.22% 10.51%
Five-Year (Annualized) 16.1% 16.12%
Since Inception 14.88% N/A
Volatility 7.07% 6.8%

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)
1AAPLapple inc com1.00%
2ABBVabbvie inc com1.00%
3ABTabbott labs1.00%
4AFLaflac inc1.00%
5ALair lease corp cl a1.00%
6AMGNamgen inc1.00%
7AMZNamazon com inc1.00%
8BAboeing co1.00%
9BABAalibaba group hldg ltd sponsored ads1.00%
10BACbank of america corporation1.00%
11BMYbristol myers squibb co1.00%
12BPbp plc adr1.00%
13BRK.Bberkshire hathaway inc del cl b new1.00%
14CATcaterpillar inc del1.00%
15CELGcelgene corp1.00%
16CERNcerner corp1.00%
17CMCSAcomcast corp new class a1.00%
18COPconocophillips1.00%
19COSTcostco whsl corp new1.00%
20CSCOcisco sys inc1.00%
21CSXcsx corp1.00%
22CTSHcognizant technology solutions cl a1.00%
23CVScvs health corporation com1.00%
24CVXchevron corp new1.00%
25DGdollar gen corp new com1.00%
26DHRdanaher corp del1.00%
27DISdisney walt co disney1.00%
28DLTRdollar tree stores inc1.00%
29ESRXexpress scripts inc cl a1.00%
30Fford mtr co del par $0.011.00%
31FASTfastenal co1.00%
32FBfacebook inc cl a1.00%
33FDSfactset resh sys inc1.00%
34FDXfedex corp1.00%
35FTVfortive corp com1.00%
36GEgeneral elec co1.00%
37GILDgilead sciences inc1.00%
38GLWcorning inc1.00%
39GNTXgentex corp1.00%
40GOOGLalphabet inc cap stk cl a1.00%
41HDhome depot inc1.00%
42IBMinternational business machs1.00%
43INTCintel corp1.00%
44IPGPipg photonics corp com1.00%
45JCIjohnson ctls intl plc shs1.00%
46JNJjohnson & johnson1.00%
47JPMj p morgan chase & co1.00%
48KHCkraft heinz co com1.00%
49KMIkinder morgan inc del com1.00%
50KOcoca cola co1.00%
51KRkroger co1.00%
52LKQlkq corp1.00%
53LOWlowes cos inc1.00%
54LUVsouthwest airls co1.00%
55MCDmcdonalds corp1.00%
56MDLZmondelez intl inc cl a1.00%
57MDTmedtronic plc shs1.00%
58MMM3m company1.00%
59MOaltria group inc1.00%
60MRKmerck & co inc1.00%
61MSFTmicrosoft corp1.00%
62NFLXnetflix com inc1.00%
63NKEnike inc cl b1.00%
64NVDAnvidia corp1.00%
65ORCLoracle corp1.00%
66ORLYo reilly automotive inc1.00%
67PAYXpaychex inc1.00%
68PEPpepsico inc1.00%
69PFEpfizer inc1.00%
70PGprocter & gamble co1.00%
71PMphilip morris intl inc com1.00%
72PSXphillips 66 com new1.00%
73PYPLpaypal hldgs inc1.00%
74QCOMqualcomm inc1.00%
75RMDresmed inc1.00%
76SBUXstarbucks corp1.00%
77SLBschlumberger ltd1.00%
78STZconstellation brands inc cl a1.00%
79SWKSskyworks solutions inc1.00%
80SYKstryker corp1.00%
81Tat&t inc com1.00%
82TGTtarget corp1.00%
83TJXtjx cos inc new1.00%
84TROWprice t rowe group inc com1.00%
85TSLAtesla inc com1.00%
86UAAunder armour inc cl a1.00%
87ULTAulta beauty inc new1.00%
88UNHunitedhealth group1.00%
89UNPunion pac corp1.00%
90UPSunited parcel service inc cl b1.00%
91UTXunited technologies corp1.00%
92Vvisa inc.1.00%
93VZverizon communications inc.1.00%
94WBAwalgreens boots alliance inc new1.00%
95WFCwells fargo & co new1.00%
96WMTwal mart stores inc2.00%
97XOMexxon mobil corp1.00%
98YUMyum brands inc1.00%
99YUMCyum china hldgs inc com1.00%

Steps to Create This Folio

  1. Securities were selected from the top 100 stocks owned by the Members of BetterInvesting as reported in the current Annual Investment Club Survey.
  2. 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.

Update Frequency

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.