iBillionaire Index

BILLION

SP500

iBillionaire Index

The iBillionaire Index (BILLION) is designed to track and measure the performance those who have, over time, reaped the biggest rewards on Wall Street: financial billionaires. The index monitors the portfolios of leading billionaire investors, such as Warren Buffett, Carl Icahn, Daniel Loeb, David Tepper and David Einhorn.

Quality, Liquidity, Diversification

It is composed of the top 30 large-cap equities listed on the S&P 500 in which these financial billionaires have allocated the most funds, providing ample trading liquidity, and well-known benchmark, and better results to equity indexation than capitalization-weighted indices.

Top Portfolio Mangers

Devised from 13F filings, the iBillionaire Index provides investors an efficient and effective way to follow the smart money. In essence, the index works as though one gathered a group of billionaires and asked them to come to a consensus as to which S&P 500 stocks are the best bets.

Hypothetical Growth of $10,000

*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 10.24% 2.98%
2 Wells Fargo WFC 6.91% 1.34%
3 Coca Cola KO 5.44% 0.90%
4 American Express AXP 5.12% 0.50%
5 Priceline Inc PCLN 5.06% 0.40%
6 General Mtrs GM 4.93% 0.25%
7 Micron Tech. Inc. MU 4.91% 0.16%
8 Dollar Gen DG 4.55% 0.10%
9 AIG AIG 4.30% 0.44%
10 IBM IBM 4.21% 1.14%
Contact us to see all the 30 iBillionaire Index Holdings.

Yearly Returns (%)

2005* 2006 2007 2008 2009 2010 2011 2012 2013 2014
BILLION 20.23 16.19 13.18 -33.04 48.03 9.90 4.25 23.10 41.60
S&P 500 8.06 15.84 5.15 -36.79 26.34 15.06 1.89 15.99 29.34
Difference 12.17 0.35 8.03 3.75 21.69 -5.16 2.63 7.11 12.26

Index Data

BILLION S&P 500 DIFFERENCE
8yr Annualized Return
Best Year 48.03% 26.34% 21.69%
Worst Year -33.04% -36.79% 3.75%
PE Ratio 23.47 21.73 1.74
Price to Book Ratio 7.12 4.33 2.79
Dividend Yield 1.38% 1.81% -0.43%
Market Cap Avg ($B) 129.01 63.50 65.51
Beta vs S&P 500 1.12 1.00 0.12

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Index Information

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

Annualized Returns

  YTD 1YR 3YR 5YR 8YR
BILLION
S&P 500

Sector Diversification

SECTOR % of BILLION % of S&P 500
Technology 31.15% 18.91%
Finance 23.51% 16.03%
Consumer Staples 12.29% 9.49%
Communications 8.95% 2.19%
Consumer Discretionary 8.62% 12.53%
Energy 5.91% 10.00%
Health Care 5.39% 13.53%
Industrials 2.14% 10.74%
Materials 2.04% 3.50%