Objective

This folio is designed for investors seeking long-term capital growth and stability. Please review the investment information at www.pfnewsletter.com to ensure that this folio meets your investment objectives now and as your investing goals change over time.

Strategy

The Personal Finance Growth folio seeks long-term growth by holding a mix of top performing large-cap stocks and mid-cap stocks with solid growth prospects in a variety of sectors. The stocks in this folio are chosen and weighted based on Personal Finance’s proprietary analysis. If a selected security is not available on the Folio Investing brokerage platform, then the portfolio is reallocated among the other securities in the folio.

Last Updated: September 27, 2016

Category: Strategy
Inception Date: August 08, 2011
Date Funded: October 09, 2012*

Folio S&P 500 Total Return
One-Month -1.61% -0.26%
Three-Month 7.75% 8.55%
Year-to-Date 5.25% 7.38%
One-Year 9.38% 14.28%
Three-Year (Annualized) 5.07% 10.77%
Five-Year (Annualized) 9.22% 15.38%
Since Inception 9.35% N/A
Volatility 17.48% 14.51%

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.

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Steps to Create This Folio

  1. The folio was created using Personal Finance’s proprietary investment methodology. It invests in a variety of stocks in almost all market sectors.
  2. Personal Finance selects the stocks based on its proprietary investment selection criteria.
  3. Securities were then weighted by Personal Finance through proprietary target allocation by sector. The folio then invests equally in selected assets within each sector. Weightings and holdings may occasionally change over time as published in Personal Finance.

Number of Securities

Number of securities in the folio may vary, but will generally be between 20 and 30.

Update Frequency

The Personal Finance Growth folio will be updated after changes are published in the Personal Finance newsletter or related alerts. If no other changes had been made during a year, then the portfolio would generally be rebalanced to the target security weights at least annually. Also, corporate actions, such as a merger, or other events may cause the underlying holdings to change at any time.

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.