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Ready-to-Go Folios: Basic Materials Folio

Sector/Industry Folios | All Folios

Objective

The Basic Materials folio was developed for investors seeking aggressive long-term capital appreciation with significant volatility.

Strategy

The Basic Materials folio consists of companies primarily engaged in the refining of metals, creation of chemicals, processing of forestry resources and manufacturing of tools and other industrial equipment.

Companies in the Basic Materials sector have historically been sensitive to changes in the business cycle and the sector depends on a strong economy. As such, the folio is usually more cyclical—meaning that it generally rallies during a booming market and has a better chance of being negatively affected during an economic downturn.

Last Updated: October 17, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

  Folio S&P 500
One Month -5.93% -2.64%
Three Month -2.56% 0.46%
Year to Date -3.56% 6.67%
One Year 2.87% 11.9%
Three year
(Annualized)
14.42% 13.68%
Five Year
(Annualized)
5.02% 12.42%
Since Inception 8.92% N/A
1 Year Volatility 16.08% 13.4%

* 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.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We selected companies with primary business operations in the Basic Materials sector, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected 30 securities with the highest market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.