Ready-to-Go Folios: Telecomms Folio

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Objective

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

Strategy

The Telecoms folio consists of large companies that range from wireless providers to telecommunications conglomerates that provide multiple services in the telecommunications industry.

As companies have expanded regionally and internationally, they could become increasingly dependant on telecommunications companies to power their operations. Similarly, increasing worldwide development could lead to increased demand for the products and services of the telecommunications industry.

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.