iBillionaire Index

BILLION

SP500

The iBillionaire Index (NYSE:BILLION) is designed to track billionaire investors, such as Warren Buffett, Carl Icahn, Daniel Loeb and David Tepper. It is composed of 30 large-cap equities listed in the S&P 500.

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 Actavis ACT 3.33 0.21
2 AIG AIG 3.33 0.46
3 Anadarko Petro APC 3.33 0.30
4 Apple Inc AAPL 3.33 3.14
5 Chesapeake Corp CHK 3.33 0.09
6 Cigna Corp CI 3.33 0.14
7 Citigroup Inc C 3.33 0.85
8 Coca Cola Ent. CCE 3.33 0.07
9 Cognizant Tech CTSH 3.33 0.18
10 Crown Castle Corp CCI 3.33 0.14
Show All
* As of May 16, 2014.

Index Information

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

Index Data

BILLION S&P 500 DIFFERENCE
PE Ratio 26.24 22.62 3.62
Price to Book Ratio 4.87 4.55 0.32
Dividend Yield 1.03% 1.80% -0.77%
Market Cap Avg ($B) 95.74 68.4 27.34
Beta vs S&P 500 1.03 1.00 0.02

Receive iBillionaire Index updates

Email

Returns

  1M 3M 6M YTD ALL
BILLION
S&P 500

Sector Diversification

SECTOR % of BILLION % of S&P 500
Technology 33.33% 19.16%
Consumer Discretionary 16.67% 11.91%
Energy 16.67% 10.76%
Financials 10.00% 15.97%
Health Care 6.67% 11.99%
Consumer Staples 3.33% 8.79%
Industrials 3.33% 10.30%
Materials 3.33% 3.50%
Telecommunication Services 3.33% 2.43%