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: 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 2.9% 5.7%
Three Month 8.7% 10.53%
Year to Date 2.65% 6.05%
One Year 25.88% 27.23%
Three year
(Annualized)
10.31% 13.7%
Five Year
(Annualized)
14.19% 16.03%
Since Inception 11.42% N/A
1 Year Volatility 9.4% 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)
1ABTabbott labs3.34%
2AESaes corp3.33%
3BAXbaxter intl inc3.34%
4CAca inc3.33%
5CHTRcharter communications inc del cl a new3.33%
6CMScms energy corp3.33%
7COFcapital one finl corp3.34%
8DFSdiscover finl svcs com3.33%
9DISCAdiscovery communicatns new com ser a3.33%
10FFIVf5 networks inc3.34%
11FLfoot locker inc3.33%
12FLIRflir sys inc3.33%
13FLRfluor corp3.33%
14GISgeneral mls inc3.33%
15HPhelmerich & payne inc3.33%
16IPintl paper co3.34%
17KRkroger co3.33%
18LNClincoln natl corp ind3.33%
19MROmarathon oil corp new3.34%
20NBLnoble energy inc3.34%
21NInisource inc3.33%
22SYFsynchrony finl com3.33%
23TROWprice t rowe group inc com3.33%
24TRVtravelers companies inc3.33%
25UALunited contl hldgs inc com3.34%
26ULTAulta beauty inc new3.33%
27USBus bancorp del3.33%
28UTXunited technologies corp3.33%
29WFCwells fargo & co new3.34%
30ZBHzimmer hldgs inc3.34%

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.