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Ready-to-Go Folios: Military Procurement Folio

Strategy Folios | All Folios

Objective

The Military Procurement folio was developed for investors seeking aggressive long-term capital appreciation with higher volatility.

Strategy

The Military Procurement folio consists of companies with the largest contracts holding the Defense Department based on overall dollar amount. This is determined by the annual procurement list published by the Department of Defense (DOD).

The companies in the folio are engaged in the research, manufacture, and/or sale of products and services related to the defense and aerospace industries, specifically government contracting. These companies can be significantly affected by winning or losing a DOD contract.

Last Updated: October 17, 2018

Category: Strategy
Inception Date: 2003-06-06 00:00:00.0
Date Funded: 2009-08-31*

  Folio S&P 500
One Month -4.0% -2.64%
Three Month 0.64% 0.46%
Year to Date 6.34% 6.67%
One Year 10.9% 11.9%
Three year
(Annualized)
19.57% 13.68%
Five Year
(Annualized)
18.8% 12.42%
Since Inception 15.47% N/A
1 Year Volatility 13.15% 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 the top 30 companies by greatest procurement, or total contract value, to the United States Department of Defense for the prior calendar year that were U.S. exchange listed.
  2. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Annually, as the list is published by the Department of Defense.

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.