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: December 11, 2018

Category: Sector/Industry
Inception Date: 2003-06-06 00:00:00.0
Date Funded: 2009-08-31*

Folio Returns
One-Month -6.52%
Three-Month -10.44%
Year-to-Date -13.66%
One-Year -10.87%
Three-Year (Annualized) 4.14%
Five-Year (Annualized) 5.38%
Since Inception 13.86%
Volatility 13.03%

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.

Note: Tickers and weights for RTG Folios are only available when logged in.

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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.