Ready-to-Go Folios: Price-to-Sales Folio

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Objective

The Price-to-Sales folio is designed for investors seeking moderate capital appreciation in return for moderate volatility, in line with the market.

Strategy

The Price-to-Sales folio is constructed from the largest 100 companies with the lowest price-to-sales ratio, utilizing the principles of fundamental investment analysis.

The price-to-sales ratio (P/S) is a measure of valuing a company by taking the price of the stock divided by the company’s total sales per share for the past year. Sales are generally less susceptible to manipulation than earnings, and therefore, the price-to-sales ratio may provide a better indication of corporate performance.

Last Updated:

Category:
Inception Date:

  Folio S&P 500
One Month N/A 0.49%
Three Month N/A 10.62%
Year to Date N/A 12.52%
One Year N/A 40.61%
Three year
(Annualized)
N/A 17.74%
Five Year
(Annualized)
N/A 17.11%
Since Inception N/A N/A
1 Year Volatility N/A 17.25%

* 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.