This folio was designed for investors seeking aggressive capital growth. Please review the investment information at www.ipocandy.com to ensure that this folio meets your investment objectives now and as investments and goals change over time.
The IPO Candy folio seeks capital appreciation with a selection of 10 to 20 recently listed stocks. The stocks are chosen by utilizing the IPO Candy proprietary system of analyzing recently-listed IPOs across the U.S. stock markets, based on company fundamentals, opportunity and valuation.
Last Updated: July 13, 2018
Inception Date: 2010-07-28 00:00:00.0
Date Funded: 2013-07-01*
|Year to Date||31.2%||5.86%|
|1 Year Volatility||11.79%||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.
(% of Folio)
|1||BFAM||bright horizons fam sol in del com||6.01%|
|2||CHRS||coherus biosciences inc com||3.00%|
|3||CRTO||criteo s a spons ads||2.00%|
|4||ELLI||ellie mae inc com||3.01%|
|5||FB||facebook inc cl a||6.01%|
|6||FDIC.CASH||fdic cash not covered by sipc||37.92%|
|7||FEYE||fireeye inc com||3.01%|
|8||FNGN||financial engines inc com||3.01%|
|9||NEWR||new relic inc com||9.00%|
|10||PRLB||proto labs inc com||6.01%|
|11||SSNI||silver spring networks inc com||6.01%|
|12||TSLA||tesla inc com||6.01%|
|13||TWLO||twilio inc cl a||9.00%|
The number of securities will vary but generally be between 10 and 30. In certain market conditions the number of securities could exceed these numbers. If few stocks meet the investment selection criteria, then the portfolio may only consist of a few stocks until market conditions change.
The IPO Candy folio will be updated at the discretion of IPO Candy. The portfolio is generally rebalanced to the target security weights at least quarterly. If the characteristics of the folio have changed substantially, the stocks included may change. Also, corporate actions, such as a merger, or other events may cause the underlying holdings to change at any time.
IPO Candy evaluates companies on an ongoing basis and publishes an analysis of all companies tracked twice per month.
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.