The iBillionaire Index Outperforms The S&P 500: Why and How

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This week, we’re launching the iBillionaire Index (NYSE:BILLION), a new way of tracking and monitoring the movements of those who boast the most stock market success: financial billionaires.

iBillionaire Index vs S&P 500

Want to understand how it works? We’ve analyzed our index’s performance against that of the S&P 500 (INDEXSP:.INX). See in the table below how BILLION is composed and how each stock has performed year-to-date.

Another important piece of information to keep in mind is the sector allocation on our index.

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As the last chart shows, BILLION is quite heavily focused on the technology industry, which has been performing extremely well as of late, with stocks like Yahoo! Inc. (NASDAQ:YHOO), Google Inc (NASDAQ:GOOG) and Motorola Solution Inc (NYSE:MSI), which are up +71.21%, +42.96%, and +15.78%, respectively, YTD. The strong performance of stocks like these is part of what accounts or BILLION’s advantage over the S&P.

iBillionaire index portfolio

Finance stocks also represents a major portion of the BILLION portfolio. A few stand-outs in this sector YTD are MetLife Inc (NYSE:MET), which increased +54.11%, CIGNA Corporation (NYSE:CI), up 51.83%, and SLM Corp (NASDAQ:SLM), increasing +51.31%.

The consumer discretionary sector has been on the up-and-up, too, with companies like Netflix, Inc. (NASDAQ:NFLX), which increased +264.95%, Amazon.com, Inc. (NASDAQ:AMZN), climbing +41.26%, and The Goodyear Tire & Rubber Company (NASDAQ:GT), rising +52.72% YTD.

The iBillionaire Index is going strong, thanks in large part to the sectors on which billionaires have placed their bets. Tech and finance, it seems, are where it’s at.

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Billion would have outperformed the S&P 500 (INDEXSP:.INX) significantly YTD and over the past three, five and eight years.

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About the Author

iBillionaire
iBillionaire provides access to the investment data and strategies of the world's most successful self-made billionaires. Mobile app available for iOS and Android. Maker of the iBillionaire Index (IBLN). More at www.iBillionaire.me.

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