iBillionaire

S&P 500

The iBillionaire Index tracks the portfolios of leading billionaire investors who have amassed their fortunes through financial markets and investing. It is composed of 30 U.S. large-cap equities.

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 Apple Inc AAPL 3.33 3.14
2 Micron Technology MU 3.33 0.17
3 Priceline Com Inc PCLN 3.33 0.35
4 21st Century Fox FOXA 3.33 0.39
5 Dollar Gen Corp DG 3.33 0.10
6 Actavis ACT 3.33 0.21
7 Thermo Fisher TMO 3.33 0.27
8 Ebay Inc EBAY 3.33 0.36
9 Dow Chem Co DOW 3.33 0.36
10 Mastercard Inc MA 3.33 0.42
Show All
* As of Aug 15, 2014.

Index Information

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

Index Data

iBillionaire S&P 500 DIFFERENCE
PE Ratio 25.02 18.09 6.93
Price to Book Ratio 4.84 2.78 2.06
Dividend Yield 1.14% 1.91% -0.007%
Market Cap Avg ($B) 83.20 39.11 44.09
Beta vs S&P 500 1.07 1.00 0.07

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Returns

  1M 3M 6M YTD ALL
BILLION
S&P 500

Sector Diversification

SECTOR % of BILLION % of S&P 500
Consumer Discretionary 23.33% 11.69%
Information Technology 23.33% 19.58%
Health Care 20.00% 14.19%
Materials 10.00% 3.28%
Energy 10.00% 8.88%
Industrials 6.67% 10.44%
Financials 6.67% 16.26%