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: April 20, 2018
Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||3.36%||0.44%|
|1 Year Volatility||12.89%||12.13%|
* 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||AJRD||aerojet rocketdyne holdings inc new||3.33%|
|3||ALGN||align technology inc||3.33%|
|5||AMZN||amazon com inc||3.34%|
|7||BK||bank of new york mellon corp||3.33%|
|8||BKNG||booking holdings inc new||3.34%|
|9||CFG||citizens finl group inc com||3.33%|
|10||CRM||salesforce com inc||3.33%|
|11||FBHS||fortune brands home & sec inc com||3.33%|
|13||IX||orix corp adr||3.33%|
|14||JOBS||51job inc sp adr rep com||3.34%|
|15||JPM||j p morgan chase & co||3.33%|
|16||LBTYB||liberty global plc shs cl b||3.34%|
|17||MA||mastercard inc com||3.33%|
|18||MAR||marriott intl inc new cl a||3.34%|
|20||MFC||manulife finl corp||3.33%|
|21||MYL||mylan n v shs euro||3.33%|
|22||NFLX||netflix com inc||3.34%|
|23||ORA||ormat technologies inc||3.33%|
|24||PSXP||phillips 66 partners lp com unit rep int||3.33%|
|25||RACE||ferrari n v com||3.33%|
|26||SHW||sherwin williams co||3.33%|
|27||TXN||texas instrs inc||3.33%|
|28||WBA||walgreens boots alliance inc new||3.34%|
|29||WRK||westrock co com||3.33%|
|30||XRAY||dentsply sirona inc new||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.