iBillionaire

S&P 500

The iBillionaire Index tracks the top U.S. equities held by a select pool of leading billionaire investors.

Performance Comparison

*Performance shown by the index does contemplate all SEC filing time lags, which is approximately 45 days after the end of each calendar quarter.

Top 10 Index Holdings

  COMPANY TICKER INDEX WEIGHT S&P 500 WEIGHT PRICE 1YR / DAILY
1 Delta Air Lines DAL 3.70 0.23
2 Whirlpool WHR 3.61 0.08
3 Masco MAS 3.59 0.05
4 21st Century Fox FOXA 3.55 0.39
5 Micron Technology MU 3.55 0.21
6 Dollar Gen Corp DG 3.54 0.12
7 General Motors GM 3.53 0.26
8 Tenet THC 3.49 0.03
9 Air Products APD 3.47 0.15
10 Thermo Fisher TMO 3.46 0.27
Show All
* Weights are as of December 31, 2014 and are subject to change.

Index Information

Index Ticker IBLN
Google Finance IBLN
Yahoo Finance ^IBLN
Inception Date October 25, 2013

Index Data

iBillionaire S&P 500 DIFFERENCE
PE Ratio 26.27 18.20 8.07
Price to Book Ratio 5.08 2.79 2.29
Dividend Yield 1.13% 1.95% -0.82%
Market Cap Avg ($B) 81.56 36.56 45.00
*As of December 31, 2014

Receive iBillionaire Index Updates

Email

Returns

  1M 3M 6M YTD ALL
IBLN
S&P 500

Sector Diversification

SECTOR % of IBLN % of S&P 500
Consumer Discretionary 24.25% 12.10%
Information Technology 23.49% 19.70%
Health Care 20.42% 14.20%
Materials 9.69% 3.20%
Energy 8.33% 8.40%
Industrials 7.29% 10.40%
Financials 6.52% 16.60%
*As of December 31, 2014