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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: July 13, 2018

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

  Folio S&P 500
One Month 1.55% 1.08%
Three Month 5.24% 5.97%
Year to Date 0.78% 5.86%
One Year 12.19% 16.69%
Three year
(Annualized)
9.47% 12.39%
Five Year
(Annualized)
9.7% 13.07%
Since Inception 10.99% N/A
1 Year Volatility 10.93% 12.54%

* 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)
1AIGamerican intl group inc3.34%
2ANSSansys inc3.34%
3ANTManthem inc new3.34%
4AVYavery dennison corp3.33%
5CFGcitizens finl group inc com3.33%
6CMGchipotle mexican grill inc cl a3.33%
7CNPcenterpoint energy inc com3.33%
8DISCAdiscovery communicatns new com ser a3.34%
9ESeversource energy3.34%
10FEfirstenergy corp3.33%
11HIIhuntington ingalls industries inc3.33%
12HRLhormel foods corp3.33%
13IRMiron mtn inc new com3.33%
14Lloews corp3.33%
15LLYlilly eli & co3.33%
16MACmacerich co3.34%
17MLMmartin marietta matls inc3.33%
18MPCmarathon pete corp com3.33%
19NInisource inc3.34%
20NLSNnielsen holdings b v com3.33%
21OXYoccidental pete corp del3.33%
22PBCTpeoples united financial inc com3.34%
23PFEpfizer inc3.34%
24PHMpulte group inc3.33%
25RSGrepublic svcs inc3.33%
26SEEsealed air corp new3.33%
27TSCOtractor supply co3.34%
28TXTtextron inc3.33%
29VLOvalero energy corp new3.33%
30VMCvulcan matls co3.33%

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.