Last Updated: December 2, 2016
Inception Date: 2003-06-06 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||ABEV||ambev sa sponsored adr||7.15%|
|2||BF.A||brown forman corp cl a||7.15%|
|3||BF.B||brown forman corp cl b||7.14%|
|4||BORN||china new borun corp adr||7.14%|
|5||BREW||craft brew alliance, inc||7.14%|
|6||BUD||anheuser busch inbev sa/nv adr||7.15%|
|7||CCU||compania cervecerias unidas sa adr||7.14%|
|8||DEO||diageo p l c adr new||7.14%|
|9||FMX||fomento economico mexicano s.a.b. de cv||7.14%|
|10||SAM||boston beer inc cl a||7.15%|
|11||STZ||constellation brands inc cl a||7.14%|
|12||TAP||molson coors brewing co cl b||7.14%|
|13||VCO||vina concha y toro s a adr||7.14%|
|14||WVVI||willamette vy vineyard inc||7.14%|
Steps to Create This Folio
- We selected all exchange-listed companies with primary business operations in the Alcoholic Beverages industry, as defined by Yahoo Finance and Morningstar.
- We equally weighted all stocks in the folio.
Number of Securities
The number of securities in the folio varies over time.
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.