jazz Aggressive Stock Mix Fund

Objective:
The Aggressive folio was developed for investors seeking aggressive long-term capital appreciation potential in return for high volatility.
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The fancy words:
The Aggressive stock mix portfolio was developed to have a level of risk greater than that of the overall market, specifically the S&P 500.
The portfolio is expected to achieve returns above the overall market during market upswings, and lower returns during downswings, due to higher volatility than the overall market.
  • Performance
  • Details
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Last Updated: October 1, 2019
Inception Date: April 05, 2000
​Date Funded: August 28, 2009**
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Returns
YTD
21.52%
1 Year
1.11%
3 Year*
13.94%
5 Year*
10.64%
Volatility
19.87%

How this portfolio was created.

  1. We screen for securities with historical betas higher than average (greater than 1.2 but less than 1.5) with market capitalization's greater than $500 million.
  2. We select the securities with the largest market capitalization in each sector, and target the sector weights to be comparable to the S&P 500.
  3. We equally weight all securities in the portfolio.
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Number of Securities. There are generally 30 securities in this portfolio
Update Frequency: Quarterly.

If the characteristics of the portfolio 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 portfolio has been updated that you place orders to update your holdings.

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

* Three year and five year returns are annualized.
** 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.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional. ​
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Form CRS as of 1/6/2020
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

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