The Internet 5 folio was developed for investors seeking aggressive capital growth with significant volatility.
The Internet 5 folio consists of the 5 largest companies primarily engaged in the internet industry.
Companies have increasingly placed larger portions of their core businesses on the internet and companies primarily engaged in internet related operations could experience significant growth.
Last Updated: January 19, 2018
Inception Date: 2001-03-11 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||7.84%||5.2%|
|1 Year Volatility||15.42%||6.77%|
* 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||AMZN||amazon com inc||20.00%|
|2||BABA||alibaba group hldg ltd sponsored ads||20.00%|
|3||FB||facebook inc cl a||20.00%|
|4||GOOGL||alphabet inc cap stk cl a||20.00%|
|5||PYPL||paypal hldgs inc||20.00%|
There are generally 5 securities in the folio.
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.