NOT ALL INDEX FUNDS ARE CREATED EQUAL
Balance your Market Cap holdings with the Equal Weight. Buy Ticker Symbol: INDEX
(TICKER SYMBOL: INDEX)
Track the S&P 500® Equal Weight Index. Same 500 companies. Held Equally.
PERFORMANCE NEXT CYCLE DIVERSIFICATION STAND OUT
Market Cap vs Equal Weight
The Equal Weight version of the S&P 500® Index started trading on January 8, 2003. Since that date, it would have grown a $10,000 portfolio to $73,691 while the Market Cap version of the S&P 500 Index grew to $61,255 during the same period (as of 09/30/22, no fees considered).
S&P 500® INDEX Cycles: Will History Repeat?
4 out of the last 5 years were won by the market cap version of the S&P 500® Index. However, the previous 5 year period was won by the equal weight version of the S&P 500® Index. YTD 2022 the equal weight is squarely back on top (as of 09/30/22).
Are we heading into a new multi-year cycle?
THE S&P 500® EQUAL WEIGHT INDEX FIELD
Only 3 funds track the Equal Weight version of the S&P 500® Index.
And only INDEX has an open proxy precess, is founder run, and helps break the monopoly*.
*We define monopoly as the top five index fund companies owning over 90% of the index fund market.
The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 1-844-464-6339.
TOO MUCH TECH in your portfolio?
Tech is great but 34% may be too much volatility for some portfolios. The equal weight version of the S&P 500® Index cuts tech exposure by half.
After crash ALPHA?
Directly following the last 2 major stock market crashes, the S&P 500® EQUAL WEIGHT INDEX rebounded much faster than the CAP-WEIGHTED S&P 500® INDEX.
And the ALPHA* WAS SIGNIFICANT.
+13.17% from 2003-2004
+26.70% from 2009-2010
*We define alpha as an investment strategy’s ability to beat the market.
BUT WHY US?
break the monopoly
giant monopolies run wall street
The Hidden Battle for Control of Corporate America.
Bogle's Last Warning
“If historical trends continue, a handful of giant institutional investors will one day hold voting control of virtually every large U.S. corporation…Three index fund managers dominate the field with a collective 81% share of index fund assets… Such domination exists primarily because the indexing field attracts few new major entrants.”
Wall Street Journal, 11.29.18
Jack Bogle: Founder of Vanguard and the First Index Mutual Fund
the independent alternative
index is an alternative
“If you’re one of the 100 million Americans that owns a mutual fund, your right to vote in corporate America may have been taken away from you. A handful of index fund institutions may have too much power over Corporate America. They can be making decisions that might shape your everyday life.
“We created INDEX to give investors a way to break this monopoly.”
Michael Willis, Founder of INDEX
decentralize proxy voting
a landmark announcement
The more we researched, the more the answer became obvious to us. Why not poll the shareholders of the index fund for their input? America is a democracy after all, why not here? Introducing – INDEX PROXY POLLING.
Our secure and private software gives shareholders the ability to weigh in on all shareholder resolutions from the top 500 companies in America (according to Standard & Poors) and keep up to date with the latest corporate issues.
decentralize proxy voting
an alternative view to esg (ESG 2.0)
Is boycotting companies creating the change you would like to see in the marketplace? Consider this alternative. Create change from within these companies by protecting your free speech, privacy, and other freedoms. Create a corporate America that speaks for the investor.
Index Proxy Polling gives investors the ability to vote their ESG, not someone else’s ESG. Make a difference by voting, not boycotting.
ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based on criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.
balance your S&P 500® Holdings
Time to move HALF of your Market Cap positions to the Equal Weight with INDEX?