iBillionaire

S&P 500

The iBillionaire Index is designed to track billionaire investors, such as Warren Buffett, Carl Icahn, Daniel Loeb and David Tepper. 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 AIG AIG 3.33 0.46
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 24.01 22.05 1.96
Price to Book Ratio 4.82 4.42 0.40
Dividend Yield 1.19% 1.82% -0.63%
Market Cap Avg ($B) 76.68 67.9 8.78
Beta vs S&P 500 1.15 1.00 0.15

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Returns

  1M 3M 6M YTD ALL
BILLION
S&P 500

Sector Diversification

SECTOR % of BILLION % of S&P 500
Technology 26.67% 19.27%
Consumer Discretionary 26.67% 12.00%
Energy 16.67% 10.48%
Financials 13.33% 15.95%
Health Care 13.33% 12.10%
Materials 3.33% 3.53%