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Ready-to-Go Folios: Aggressive Folio

Investment Style Folios | All Folios

Objective

The Aggressive folio was designed for investors seeking an equity portfolio with the high potential for long-term capital appreciation, with volatility greater than the overall equity market.

Strategy

The Aggressive folio holds equities with betas that are greater than that of the overall equity market.

This folio is expected to achieve returns higher than the overall market during market upswings and lower returns during downswings due to higher volatility than the overall market.

Last Updated: September 23, 2020

Category: Investment Style
Inception Date: April 05, 2000

  Folio S&P 500
One Month -4.14% -4.58%
Three Month 2.98% 3.81%
Year to Date -4.59% 1.59%
One Year 4.42% 10.26%
Three year
(Annualized)
8.77% 11.1%
Five Year
(Annualized)
12.45% 13.05%
Since Inception 6.29% N/A
1 Year Volatility 38.27% 33.98%

* Returns reflect unfunded model performance from the Inception Date to the present. Note that the data sources for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

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

Steps to Create This Folio

  1. We screened for securities with market capitalizations greater than $500 million and historical betas higher than average (greater than 1.2 but less than 1.5).
  2. We then selected the securities with the largest market capitalization in each sector, and targeted the sector weights to be comparable to the largest 500 securities ranked by market capitalization.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in this folio.

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.