Aggressive Stock Mix portfolio

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.

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

Last Updated: August 31, 2019
Inception Date: April 05, 2000
Date Funded: August 28, 2009**

---	Returns
YTD	18.74%
1 Year	-1.1%
3 Year*	12.87%
5 Year*	9.55%
Volatility	19.77%

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How this portfolio was created.

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.
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.
We equally weight all securities in the portfolio.

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.