Objective

The Wine, Beer, and Spirits folio was developed for investors seeking moderately aggressive long-term capital appreciation with moderate volatility.

Strategy

The Wine, Beer, and Spirits folio consists of the largest companies principally engaged in the manufacture, sale, and distribution of wine, beer and spirits.

Consumer products such as these have historically tended to be less affected by changes in price and economic activity, and as such, they could serve as a hedge during market downturns.

Last Updated: September 26, 2016

Category: Sector/Industry
Inception Date: June 06, 2003
Date Funded: August 31, 2009*

Folio S&P 500 Total Return
One-Month -2.85% -0.9%
Three-Month 9.67% 5.9%
Year-to-Date 12.75% 6.7%
One-Year 19.37% 13.55%
Three-Year (Annualized) 11% 10.39%
Five-Year (Annualized) 14.14% 15.48%
Since Inception 16.35% N/A
Volatility 15.74% 14.52%

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)
1ABEVambev sa sponsored adr7.15%
2BF.Abrown forman corp cl a7.15%
3BF.Bbrown forman corp cl b7.14%
4BORNchina new borun corp adr7.14%
5BREWcraft brew alliance, inc7.14%
6BUDanheuser busch inbev sa/nv adr7.15%
7CCUcompania cervecerias unidas sa adr7.14%
8DEOdiageo p l c adr new7.14%
9FMXfomento economico mexicano s.a.b. de cv7.14%
10SAMboston beer inc cl a7.15%
11STZconstellation brands inc cl a7.14%
12TAPmolson coors brewing co cl b7.14%
13VCOvina concha y toro s a adr7.14%
14WVVIwillamette vy vineyard inc7.14%

Steps to Create This Folio

  1. We selected all exchange-listed companies with primary business operations in the Alcoholic Beverages industry, as defined by Yahoo Finance and Morningstar.
  2. We equally weighted all stocks in the folio.

Number of Securities

The number of securities in the folio varies over time.

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.