Ready-to-Go Folios: Analyst Growth Folio

Strategy Folios | All Folios

Objective

The Analyst Growth folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.

Strategy

The Analyst Growth folio consists of stocks that equity analysts predict will have the highest earnings growth in the next year.

This folio is based on the concept that the companies which analysts predict to have the highest earnings growth may have the highest upside potential. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor. There is an added component of volatility with high growth companies that miss analyst earning expectations.

Last Updated: January 22, 2018

Category: Strategy
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month 8.62% 5.7%
Three Month 12.37% 10.53%
Year to Date 9.37% 6.05%
One Year 40.89% 27.23%
Three year
(Annualized)
14.36% 13.7%
Five Year
(Annualized)
15.27% 16.03%
Since Inception 6.55% N/A
1 Year Volatility 12.0% 6.82%

* 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)
1ADBEadobe sys inc3.33%
2ADIanalog devices inc3.33%
3ALGNalign technology inc3.34%
4AMATapplied matls inc3.34%
5AMZNamazon com inc3.33%
6ATVIactivision blizzard inc3.34%
7AVGObroadcom ltd shs3.33%
8BAXbaxter intl inc3.34%
9BMYbristol myers squibb co3.33%
10CHTRcharter communications inc del cl a new3.33%
11CNCcentene corp del3.33%
12CRMsalesforce com inc3.34%
13DEdeere & co3.34%
14DLTRdollar tree stores inc3.33%
15ETFCe trade financial corp new3.33%
16FBfacebook inc cl a3.33%
17KHCkraft heinz co com3.33%
18LRCXlam research corp3.33%
19MCHPmicrochip technology inc3.33%
20MGMmgm resorts international com3.33%
21MLMmartin marietta matls inc3.34%
22MSImotorola solutions, inc new3.33%
23MUmicron technology inc3.34%
24NFLXnetflix com inc3.33%
25NVDAnvidia corp3.34%
26PHMpulte group inc3.33%
27PWRquanta svcs inc3.33%
28RJFraymond james financial inc3.33%
29SCHWschwab charles corp new3.34%
30WDCwestern digital corp3.33%

Steps to Create This Folio

  1. We ranked the stocks in the S&P 500 based on their average 1-year earnings per share growth estimate by equity analysts, as defined by Zacks Investment Research.
  2. We selected 30 stocks with the highest average 1-year earnings per share growth estimate.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Monthly.

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.