Objective

This folio was developed for investors seeking long-term capital appreciation in popular stocks with high volatility and asset turnover.

Strategy

The Top Ten Buys folio consists of stocks that were the most popular based on buy orders from Folio clients from the previous month.

This allows investors to purchase the most popular companies that Folio clients are collectively buying. This strategy may offer growth if the actions of Folio clients are successful in identifying good opportunities but may result in higher asset concentrations in popular sectors and industries.

Last Updated: December 9, 2016

Category: Strategy
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 2.62% 4.66%
Three-Month 2.83% 6.76%
Year-to-Date 8.5% 12.86%
One-Year 6.94% 12.76%
Three-Year (Annualized) 4.21% 10.0%
Five-Year (Annualized) 9.66% 14.9%
Since Inception 7.13% N/A
Volatility 12.57% 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 com15.30%
2CLcolgate palmolive co7.16%
3CSCOcisco sys inc6.89%
4CVScvs health corporation com8.64%
5GILDgilead sciences inc6.59%
6JPMj p morgan chase & co7.05%
7PGprocter & gamble co14.54%
8Tat&t inc com13.83%
9VZverizon communications inc.13.65%
10XOMexxon mobil corp6.35%

Steps to Create This Folio

  1. We created a list of all stocks purchased by Folio clients in the previous month.
  2. We ranked the stocks according to the number of buy orders creating a list of the ten most frequently purchased stocks.
  3. We set the weights of each stock to reflect the relative weight of purchases by customers of the ten stocks to the overall number of purchases.

Number of Securities

There are generally 10 securities in the folio.

Update Frequency

Monthly.

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.