NCLH: Norwegian Cruise Line Holdings Ltd.

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.

These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.

This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.

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.

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.