Objective

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

Strategy

The Technology folio consists of large companies that range from PC manufacturers and networking software providers to database providers.

With nearly limitless information available on just about any topic, businesses often use these technologies to gather, consolidate, process, and analyze data for decision making.

Last Updated: December 9, 2016

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 1.62% 4.66%
Three-Month 2.75% 6.76%
Year-to-Date 10.0% 12.86%
One-Year 10.0% 12.76%
Three-Year (Annualized) 6.74% 10.0%
Five-Year (Annualized) 9.93% 14.9%
Since Inception -0.19% N/A
Volatility 17.41% 13.67%

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 com3.33%
2ADBEadobe sys inc3.33%
3ASMLasml holding n v ny reg shs3.34%
4AVGObroadcom ltd shs3.34%
5CHLchina mobile limited adr3.33%
6CRMsalesforce com inc3.33%
7CSCOcisco sys inc3.33%
8CTSHcognizant technology solutions cl a3.33%
9FBfacebook inc cl a3.33%
10GOOGLalphabet inc cap stk cl a3.33%
11HPEhewlett packard enterprise co new3.33%
12IBMinternational business machs3.33%
13INFYinfosys ltd adr3.33%
14INTCintel corp3.33%
15MSFTmicrosoft corp3.34%
16NOKnokia corp adr3.33%
17NTESnetease com inc adr3.34%
18NVDAnvidia corp3.33%
19NXPInxp semiconductors n v com3.33%
20ORANorange sponsored adr adr3.34%
21ORCLoracle corp3.34%
22PYPLpaypal hldgs inc3.34%
23QCOMqualcomm inc3.34%
24SAPsap se adr3.33%
25Tat&t inc com3.34%
26TMUSt-mobile us inc com3.33%
27TXNtexas instrs inc3.34%
28VODvodafone group plc adr3.33%
29VZverizon communications inc.3.33%
30YHOOyahoo inc3.33%

Steps to Create This Folio

  1. We selected companies with primary business operations in the Technology sector, as defined by Zacks Investment Research.
  2. We ranked the companies according to their market capitalizations and selected the top 30 stocks 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.