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Ready-to-Go Folios: Analyst Upgrades Folio

Strategy Folios | All Folios

Objective

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

Strategy

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

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

  Folio S&P 500
One Month 0.27% -0.74%
Three Month -4.75% -3.7%
Year to Date -2.89% 1.3%
One Year 16.3% 16.58%
Three year
(Annualized)
8.21% 11.27%
Five Year
(Annualized)
11.79% 13.95%
Since Inception 10.91% N/A
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.

#SymbolCompanyWeight
(% of Folio)
1ADMarcher daniels midland co3.34%
2AIZassurant inc3.33%
3AJGgallagher arthur j & co3.33%
4AKAMakamai technologies inc3.34%
5ALBalbemarle corp3.34%
6APDair prods & chems inc3.33%
7AWKamerican wtr wks co inc new com3.34%
8CIcigna corp3.33%
9CVXchevron corp new3.33%
10DTEdte energy co3.33%
11DUKduke energy corp new com3.33%
12ETFCe trade financial corp new3.33%
13GSgoldman sachs group inc3.34%
14HPQhewlett packard co3.33%
15HRBblock h & r inc3.33%
16ICEintercontinentalexchange inc com3.34%
17IPGinterpublic group cos inc3.33%
18MCHPmicrochip technology inc3.34%
19MOSmosaic co3.33%
20OMComnicom group inc3.34%
21PEGpublic svc enterprise group3.33%
22PHparker hannifin corp3.33%
23PMphilip morris intl inc com3.33%
24PXpraxair inc3.33%
25TSCOtractor supply co3.33%
26UNHunitedhealth group3.33%
27UPSunited parcel service inc cl b3.33%
28VRSKverisk analytics inc cl a3.33%
29WMwaste mgmt inc del3.34%
30WMBwilliams cos inc del3.34%

Steps to Create This Folio

  1. We examined buy ratings by equity analysts for all stocks in the S&P 500, as reported by Zacks Investment Research. Zacks gives each a company a rating in the form of a number ranging from 1 to 5. The lower the number, the more strongly an analyst recommends buying that particular stock and vice versa as a sell rating for higher numbers.
  2. We selected the 30 stocks with the largest equity rate improvement rating from the prior month.
  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.