The Analyst Upgrade folio was developed for investors seeking high capital appreciation potential with higher volatility and asset turnover.
The Analyst Upgrade folio is comprised of stocks that have had the greatest improvement in analyst ratings over the past month.
If a company has multiple ratings improvements, it may signify potential opportunities for capital appreciation. Markets and economic conditions can change quickly and well-liked companies can quickly go out of favor.
Last Updated: April 19, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-2.89%||1.3%|
|1 Year Volatility||11.56%||12.12%|
* 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||ADM||archer daniels midland co||3.34%|
|3||AJG||gallagher arthur j & co||3.33%|
|4||AKAM||akamai technologies inc||3.34%|
|6||APD||air prods & chems inc||3.33%|
|7||AWK||american wtr wks co inc new com||3.34%|
|9||CVX||chevron corp new||3.33%|
|10||DTE||dte energy co||3.33%|
|11||DUK||duke energy corp new com||3.33%|
|12||ETFC||e trade financial corp new||3.33%|
|13||GS||goldman sachs group inc||3.34%|
|14||HPQ||hewlett packard co||3.33%|
|15||HRB||block h & r inc||3.33%|
|16||ICE||intercontinentalexchange inc com||3.34%|
|17||IPG||interpublic group cos inc||3.33%|
|18||MCHP||microchip technology inc||3.34%|
|20||OMC||omnicom group inc||3.34%|
|21||PEG||public svc enterprise group||3.33%|
|22||PH||parker hannifin corp||3.33%|
|23||PM||philip morris intl inc com||3.33%|
|25||TSCO||tractor supply co||3.33%|
|27||UPS||united parcel service inc cl b||3.33%|
|28||VRSK||verisk analytics inc cl a||3.33%|
|29||WM||waste mgmt inc del||3.34%|
|30||WMB||williams cos inc del||3.34%|
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.