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Ready-to-Go Folios: Aggressive Folio

Investment Style Folios | All Folios

Objective

The Aggressive folio was developed for investors seeking aggressive long-term capital appreciation potential in return for high volatility.

Strategy

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*

  Folio S&P 500
One Month 0.56% 1.38%
Three Month 2.15% 5.44%
Year to Date 5.65% 5.9%
One Year 17.42% 15.5%
Three year
(Annualized)
13.95% 11.89%
Five Year
(Annualized)
13.02% 12.92%
Since Inception 6.59% N/A
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.

#SymbolCompanyWeight
(% of Folio)
1AAPLapple inc com3.33%
2AAWWatlas air worldwide hldgs inc com new3.33%
3ANDXandeavor logistics lp com unit lp int3.33%
4BKbank of new york mellon corp3.33%
5BKNGbooking holdings inc new3.34%
6BUFFblue buffalo pet prods inc com3.34%
7CELGcelgene corp3.34%
8CMIcummins inc com3.33%
9COFcapital one finl corp3.33%
10CRcrane co3.33%
11CRMsalesforce com inc3.33%
12EMNeastman chem co3.33%
13FDXfedex corp3.33%
14IRingersoll-rand plc3.33%
15JPMj p morgan chase & co3.33%
16LOWlowes cos inc3.34%
17MARmarriott intl inc new cl a3.34%
18MFCmanulife finl corp3.33%
19MNSTmonster beverage corporation new3.34%
20PYPLpaypal hldgs inc3.33%
21RCLroyal caribbean cruises ltd3.34%
22SHPGshire plc adr3.34%
23SPGIs&p global inc new3.34%
24SPRspirit aerosystems hldgs inc com cl a3.33%
25STTstate str corp3.33%
26TOLtoll brothers inc3.33%
27TXNtexas instrs inc3.33%
28VRTXvertex pharmaceuticals inc3.34%
29WPZwilliams partners l p new unit ltd par3.33%
30WRKwestrock co com3.33%

Steps to Create This Folio

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

Number of Securities

There are generally 30 securities in the 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.