Objective

The Internet folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Internet folio consists of the largest companies primarily engaged in business on the internet. The folio contains companies such as web service applications, discount product providers and search engines.

As more companies operate larger portions of their core businesses on the internet, companies primarily engaged in internet related operations may experience significant growth.

Last Updated: July 19, 2017

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 3.45% 0.96%
Three-Month 16.8% 6.33%
Year-to-Date 35.65% 11.72%
One-Year 43.1% 16.73%
Three-Year (Annualized) 13.91% 10.01%
Five-Year (Annualized) 21.12% 14.84%
Since Inception 1.21% N/A
Volatility 13.71% 8.07%

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)
1AKAMakamai technologies inc3.33%
2AMZNamazon com inc3.34%
3BIDUbaidu com inc spon adr rep a3.34%
4CTRPctrip com intl ltd adr3.33%
5DATAtableau software inc cl a3.34%
6EBAYebay inc3.34%
7EXPEexpedia inc del com3.33%
8FBfacebook inc cl a3.34%
9FFIVf5 networks inc3.33%
10GOOGLalphabet inc cap stk cl a3.33%
11IACiac interactivecorp par $.0013.34%
12JCOMj2 global, inc new3.33%
13JDjd com inc spon adr cl a3.33%
14LNline corp sponsored adr3.33%
15LVNTAliberty ventures ser a new3.33%
16LVNTBliberty ventures ser b rr3.34%
17MTCHmatch group inc com3.33%
18NICEnice ltd adr3.34%
19PAYCpaycom software inc com3.33%
20PCLNpriceline group com inc new3.33%
21PYPLpaypal hldgs inc3.33%
22RELXreed elsevier p l c adr3.33%
23SHOPshopify inc cl a3.33%
24SINAsina com ord3.33%
25SNAPsnap inc cl a3.33%
26TRVGtrivago n v spon ads a shs3.33%
27VEEVveeva sys inc cl a com3.34%
28Wwayfair inc cl a3.33%
29WDAYworkday inc cl a3.34%
30ZGzillow inc cl a3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Internet industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected the 30 securities with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.