Ready-to-Go Folios: Wine Beer and Spirits Folio

Wine Beer and Spirits Folio

Sector/Industry Main | See All Folios

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: April 17, 2014

Category: Sector/Industry

Inception Date: June 06, 2003

Date Funded: August 31, 2009*

One Month 2.74% 0.46%
Three Month 5.08% 1.95%
Year to Date 6.11% 1.49%
One Year 25.27% 22.72%
Three year (Annualized) 11.28% 14.67%
Five Year (Annualized) 22.78% 18.98%
Since Inception 18.64% N/A
Volatility 14.85% 11.42%

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 adr5.89%
2BEAMbeam, inc new5.88%
3BF.Abrown forman corp cl a5.88%
4BF.Bbrown forman corp cl b5.88%
5BORNchina new borun corp adr5.88%
6BREWcraft brew alliance, inc5.89%
7BUDanheuser busch inbev sa/nv adr5.88%
8CCUcompania cervecerias unidas sa adr5.88%
9DEOdiageo p l c adr new5.88%
10FMXfomento economico mexicano s.a.b. de cv5.88%
11HEINYheineken n v sponsored adr adr5.88%
12SAMboston beer inc cl a5.89%
13SBMRYsabmiller plc sponsored adr5.88%
14STZconstellation brands inc cl a5.88%
15TAPmolson coors brewing co cl b5.89%
16VCOvina concha y toro s a adr5.88%
17WVVIwillamette vy vineyard inc5.88%

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.