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  2. Defensive Strategy

RTGs:
Defensive Strategy

Objective

The Defensive Strategy folio was developed for investors seeking long-term capital appreciation with lower volatility.

Strategy

The Defensive Strategy folio consists of large, established companies that are engaged in businesses that are less affected by periods of economic growth and decline. The folio may provide a safe haven during periods of significant volatility or an attractive investment for more conservative investors.

The Defensive Strategy folio is designed to be less impacted by economic downturns. As such, there may be less correlation in movements between this folio and the market. For example, companies engaged in consumer staples, public utilities and insurance generally do not move with the markets, because even in an economic slowdown, people generally continue to use them. While this folio may not appreciate in line during a bull market, it may also not decline with the overall market during a bear market.

Last Updated:

Category:
Inception Date:

Folio Returns
One-Month N/A
Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* 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 identified a set of large-cap stocks which generally do not move with the broader market.
  2. We combined a subset of these securities to form a portfolio that has historically provided relatively consistent performance in both up and down markets.
  3. Our goal was to combine securities in the folio to provide diversification benefits.

Number of Securities

The number of securities in this folio may vary.

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.