Last Updated: November 16, 2018
Inception Date: 2011-08-08 00:00:00.0
Date Funded: 2012-10-09*
|Folio||S&P 500 Total Return|
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- The folio was created using Personal Finance’s proprietary investment methodology. It invests in a variety of stocks in almost all market sectors.
- Personal Finance selects the stocks based on its proprietary investment selection criteria.
- 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.
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.