The Aggressive folio was developed for investors seeking aggressive long-term capital appreciation potential in return for high volatility.
The Aggressive folio was developed to have a level of risk greater than that of the overall market, specifically the S&P 500.
The folio is expected to achieve returns above the overall market during market upswings, and lower returns during downswings, due to higher volatility than the overall market.
Last Updated: July 20, 2018
Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||5.65%||5.9%|
|1 Year Volatility||13.65%||12.54%|
* 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||AAPL||apple inc com||3.33%|
|2||AAWW||atlas air worldwide hldgs inc com new||3.33%|
|3||ANDX||andeavor logistics lp com unit lp int||3.33%|
|4||BK||bank of new york mellon corp||3.33%|
|5||BKNG||booking holdings inc new||3.34%|
|6||BUFF||blue buffalo pet prods inc com||3.34%|
|8||CMI||cummins inc com||3.33%|
|9||COF||capital one finl corp||3.33%|
|11||CRM||salesforce com inc||3.33%|
|12||EMN||eastman chem co||3.33%|
|15||JPM||j p morgan chase & co||3.33%|
|16||LOW||lowes cos inc||3.34%|
|17||MAR||marriott intl inc new cl a||3.34%|
|18||MFC||manulife finl corp||3.33%|
|19||MNST||monster beverage corporation new||3.34%|
|20||PYPL||paypal hldgs inc||3.33%|
|21||RCL||royal caribbean cruises ltd||3.34%|
|22||SHPG||shire plc adr||3.34%|
|23||SPGI||s&p global inc new||3.34%|
|24||SPR||spirit aerosystems hldgs inc com cl a||3.33%|
|25||STT||state str corp||3.33%|
|26||TOL||toll brothers inc||3.33%|
|27||TXN||texas instrs inc||3.33%|
|28||VRTX||vertex pharmaceuticals inc||3.34%|
|29||WPZ||williams partners l p new unit ltd par||3.33%|
|30||WRK||westrock co com||3.33%|
There are generally 30 securities in the folio.
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.