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Ready-to-Go Folios: Global Folio

Geographic Folios | All Folios


The Global folio was developed for investors seeking long-term growth through investments primarily in established companies throughout the world.


The Global folio consists of the largest companies across the world including the U.S., in a variety of industries, in developed and, to a lesser extent, emerging markets.

This global approach may help investors take advantage of promising opportunities while limiting dependence on the performance of any one market.

Last Updated: April 20, 2018

Category: Geographic
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

  Folio S&P 500
One Month -2.44% -1.42%
Three Month -4.37% -4.52%
Year to Date 1.46% 0.44%
One Year 16.56% 15.94%
Three year
8.66% 10.66%
Five Year
11.52% 13.75%
Since Inception 3.87% N/A
1 Year Volatility 12.89% 12.13%

* 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)
1AAPLapple inc com2.00%
2ABBVabbvie inc com2.00%
3ACNaccenture plc2.00%
4ADBEadobe sys inc2.00%
5AMGNamgen inc2.00%
6AMZNamazon com inc2.00%
7ASMLasml holding n v ny reg shs2.00%
8AUanglogold ashanti ltd adr2.00%
9AVGObroadcom ltd shs2.00%
10BBLbhp billiton plc adr2.00%
11BKNGbooking holdings inc new2.00%
12BLKblackrock inc cl a2.00%
13BMYbristol myers squibb co2.00%
14BRK.Bberkshire hathaway inc del cl b new2.00%
15CBchubb limited new2.00%
16CHTRcharter communications inc del cl a new2.00%
17CMCSAcomcast corp new class a2.00%
18CRESYcresud s a c i f y a adr2.00%
19CRHcrh plc adr2.00%
20DEOdiageo p l c adr new2.00%
21FBfacebook inc cl a2.00%
22GOOGLalphabet inc cap stk cl a2.00%
23HDhome depot inc2.00%
24HDBhdfc bank ltd adr reps 3 shs2.00%
25HONhoneywell intl inc2.00%
26INFYinfosys ltd adr2.00%
27INTCintel corp2.00%
28JNJjohnson & johnson2.00%
29JPMj p morgan chase & co2.00%
30KHCkraft heinz co com2.00%
31LMTlockheed martin corp2.00%
32MAmastercard inc com2.00%
33MDTmedtronic plc shs2.00%
34MOaltria group inc2.00%
35MSmorgan stanley new2.00%
36MSFTmicrosoft corp2.00%
37NFLXnetflix com inc2.00%
38NKEnike inc cl b2.00%
39NVDAnvidia corp2.00%
40PYPLpaypal hldgs inc2.00%
41SHPGshire plc adr2.00%
42SPGsimon ppty group inc new2.00%
43Tat&t inc com2.00%
44TSMtaiwan semiconductor mfg ltd adr2.00%
45TXNtexas instrs inc2.00%
46UNHunitedhealth group2.00%
47UPSunited parcel service inc cl b2.00%
48USBus bancorp del2.00%
49Vvisa inc.2.00%
50WFCwells fargo & co new2.00%

Steps to Create This Folio

  1. We identified five major regions: North America, Latin America, Asia, Europe, and Africa. To determine how many stocks from each region to include, we analyzed the size of that region’s representation by market capitalization compared to the total market capitalization.
    For example: If North America’s total market value accounted for 50% of the entire region’s market value, then 50% of the stocks would be selected from North America.
  2. Within each region, the stocks were ranked according to their market capitalization. We then selected the number of stocks, based on highest market capitalization, for each region that corresponded to the weighting from the previous example.
  3. We then equally weighted all securities in the folio.

Number of Securities

There are generally 50 securities in this folio.

Update Frequency


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.