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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: April 23, 2018

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

  Folio S&P 500
One Month 5.63% 3.29%
Three Month 4.16% -5.44%
Year to Date 14.87% 0.45%
One Year 39.34% 15.95%
Three year
(Annualized)
14.45% 10.31%
Five Year
(Annualized)
15.36% 13.41%
Since Inception 6.75% N/A
1 Year Volatility 18.0% 12.11%

* 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)
1AMATapplied matls inc3.33%
2AMDadvanced micro devices inc3.33%
3BHGEbaker hughes a ge co cl a3.34%
4CATcaterpillar inc del3.33%
5CHTRcharter communications inc del cl a new3.33%
6CMGchipotle mexican grill inc cl a3.33%
7COGcabot oil & gas corp cl a3.33%
8COPconocophillips3.33%
9CRMsalesforce com inc3.34%
10CVXchevron corp new3.33%
11CXOconcho res inc com3.33%
12DVNdevon energy corp new3.34%
13EOGeog res inc3.33%
14EQTeqt corporation inc com3.33%
15FBfacebook inc cl a3.33%
16FCXfreeport-mcmoran inc3.34%
17HALhalliburton co3.33%
18LUKleucadia natl corp3.33%
19MPCmarathon pete corp com3.33%
20MUmicron technology inc3.34%
21NBLnoble energy inc3.34%
22NFLXnetflix com inc3.33%
23NFXnewfield expl co3.33%
24NVDAnvidia corp3.34%
25OXYoccidental pete corp del3.33%
26PXDpioneer nat res co3.34%
27RRCrange res corp3.33%
28SBACsba communications corp3.33%
29VRTXvertex pharmaceuticals inc3.34%
30XECcimarex energy co3.34%

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.