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Ready-to-Go Folios: Internet 5 Folio

Sector/Industry Folios | All Folios

Objective

The Internet 5 folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

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: October 22, 2020

Category: Sector/Industry
Inception Date: March 11, 2001

  Folio S&P 500
One Month 8.21% 4.28%
Three Month 11.41% 5.86%
Year to Date 51.76% 8.51%
One Year 70.06% 17.42%
Three year
(Annualized)
26.73% 12.44%
Five Year
(Annualized)
28.44% 13.22%
Since Inception 17.36% N/A
1 Year Volatility 34.15% 34.08%

* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

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 Internet industry, as defined by Zacks Investment Research.
  2. We ranked these securities by their market capitalizations.
  3. We selected the five largest Internet securities.
  4. We equally weighted all securities in the folio.

Number of Securities

There are generally 5 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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.