Last Updated: February 24, 2017
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||CVX||chevron corp new||8.80%|
|4||JNJ||johnson & johnson||12.69%|
|5||KO||coca cola co||7.81%|
|9||VLO||valero energy corp new||7.41%|
|10||XOM||exxon mobil corp||10.11%|
Steps to Create This Folio
- We created a list of all stocks purchased by Folio clients in the previous month.
- We ranked the stocks according to the number of buy orders creating a list of the ten most frequently purchased stocks.
- 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.
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.