IBM: International Business Machines Corp.

The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.

Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

This diverse index encompasses major technology companies involved in various aspects of Web3 development, including hardware, software, metaverse, and blockchain technologies. It offers broad exposure to established tech giants and emerging players shaping the future of the decentralized internet.

Companies positioned to benefit from increased office attendance and a resurgence in traditional workplace dynamics.

Created by finding company's with CEO's of Indian Heritage. CEO data was last updated in Oct 2024, and was is a snapshot and not a complete list of every possible Indian CEO. Please review the individual holding closely before investing.

This strategy concentrates on the technology sector, including companies involved in software, hardware, IT services, and semiconductor industries. It captures the growth potential of tech companies driving innovation and digital transformation, appealing to investors seeking exposure to this dynamic sector.

Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)

Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.

These mid and large cap companies all have above a 3% dividend yield and are equally weighted.

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Access a core portfolio of U.S. stocks chosen and weighted for positive ESG attributes, aiming for responsible investing.

This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Invest in U.S. large and mid-sized companies recognized as leaders in environmental, social, and governance practices.

Invest in potentially undervalued large U.S. companies demonstrating strong performance in ESG factors.

Seek income from high-dividend yielding U.S. companies that also meet rigorous ESG criteria.

Gain exposure to a broad range of large-cap U.S. companies carefully selected for their ESG profiles.