2010 Press Releases
Folio Investing Announces Third Quarter’s Top 5 RTG Folios
10/21/2010
McLean, Virginia – Portfolios consisting of the stock of Internet companies or the securities of foreign firms constitute Folio Investing’s Top 5 performing Ready-to-Go Folios of the Third Quarter, the online brokerage announced today.
Folio Investing’s Ready-to-Go Folios are professionally designed model portfolios that investors can purchase in a single transaction. Using RTGs as building blocks, an investor can quickly assemble a complete and diversified portfolio. Various RTGs represent market indices, industry sectors, geographic regions, investment styles, target date investments and other categories.
The Internet Folio and Internet 5 Folio were among Folio Investing’s Top 5 performing RTG Folios for the quarter. The Internet 5 Folio, with a return of 28.06%, turned in the best performance overall. Both Folios consist of the stocks of large companies primarily engaged in business on the Internet.
The remaining three members of the Top 5 of the third quarter consisted of portfolios of foreign companies’ U.S.-registered securities (known as “American Depositary Receipts”). Folio Investing offers an array of pre-designed portfolios of foreign investments, including several Folios which track the Bank of New York Mellon ADR Indices.
The RTG Folio performance rankings for the third quarter reflect the very strong rally this quarter that particularly favored higher Beta assets and international equities. In the second quarter, the Top 5 RTG list consisted entirely of bear market and bond Folios.
Folio Investing’s Top Five Ready-to-Go Folios: Third Quarter 2010
| RTG Folio | Q3 Return |
|---|---|
| Internet 5 | 28.06% |
| European Oil and Gas | 26.97% |
| Foreign Small-Cap | 26.68% |
| Australia and New Zealand | 25.43% |
| Internet | 21.64% |
Comparatively, the overall stock market, as represented by the Standard & Poor’s 500 Index, increased 11.29% percent in the third quarter.
For quarterly performance data on all 150 RTG Folios, along with information on their holdings and methodologies, go to: www.folioinvesting.com/folioinvesting/rtg/.
About Folio Investing
Folio Investing, a division of FOLIOfn Investments, Inc., is an online brokerage that enables investors to manage stocks, ETFs, and mutual funds as integrated investment portfolios called “Folios” that deliver better control, greater transparency, and lower cost. Investors can create their own Folios, much like creating personalized ETFs or mutual funds, or invest in over 100 Ready-to-Go Folios representing market indices, sectors, geographical regions, target dates, and more. The Folio Unlimited Plan features unlimited commission-free trading in twice-daily windows for only $29 a month or $290 a year. Ready-to-Go Folios can be managed or unmanaged, are not registered investment companies, and are offered by FOLIOfn Investments, Inc., a registered broker-dealer. FOLIOfn Investments, Inc. does not provide investment, tax, or legal advice. FOLIOfn Investments, Inc., is a member of FINRA/SIPC.