The Wine, Beer and Spirits Folio was developed for investors seeking moderately aggressive long term capital appreciation with moderate volatility.
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: March 7, 2014
Inception Date: June 06, 2003
Date Funded: August 31, 2009*
|Year to Date||5.43%||2.02%|
|Three year (Annualized)||12.36%||15.22%|
|Five Year (Annualized)||29.05%||25.04%|
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.
(% of Folio)
|1||ABEV||ambev sa sponsored adr||5.89%|
|2||BEAM||beam, inc new||5.88%|
|3||BF.A||brown forman corp cl a||5.88%|
|4||BF.B||brown forman corp cl b||5.88%|
|5||BORN||china new borun corp adr||5.88%|
|6||BREW||craft brew alliance, inc||5.89%|
|7||BUD||anheuser busch inbev sa/nv adr||5.88%|
|8||CCU||compania cervecerias unidas sa adr||5.88%|
|9||DEO||diageo p l c adr new||5.88%|
|10||FMX||fomento economico mexicano s.a.b. de cv||5.88%|
|11||HEINY||heineken n v sponsored adr adr||5.88%|
|12||SAM||boston beer inc cl a||5.89%|
|13||SBMRY||sabmiller plc sponsored adr||5.88%|
|14||STZ||constellation brands inc cl a||5.88%|
|15||TAP||molson coors brewing co cl b||5.89%|
|16||VCO||vina concha y toro s a adr||5.88%|
|17||WVVI||willamette vy vineyard inc||5.88%|
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.