Objective

The Internet 5 folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Internet 5 folio consists of the 5 largest companies primarily engaged in the internet industry.

Companies have increasingly placed larger portions of their core businesses on the internet and companies primarily engaged in internet related operations could experience significant growth.

Last Updated: December 2, 2016

Category: Sector/Industry
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month -4.34% 4.75%
Three-Month -4.5% 1.09%
Year-to-Date 8.9% 9.44%
One-Year 7.44% 7.71%
Three-Year (Annualized) 9.98% 9.05%
Five-Year (Annualized) 18.0% 14.41%
Since Inception 13.76% N/A
Volatility 21.48% 13.86%

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)
1AMZNamazon com inc20.00%
2BABAalibaba group hldg ltd sponsored ads20.00%
3FBfacebook inc cl a20.00%
4GOOGLalphabet inc cap stk cl a20.00%
5PCLNpriceline group com inc new20.00%

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 these securities by their market capitalizations.
  3. We selected the five largest Internet securities.
  4. We equally weighted all securities in the folio.

Number of Securities

There are generally 5 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.