VLO: Valero Energy 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.

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.

Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.

This Strategy concentrate on the energy sector, including oil, gas, and renewable energy firms. Offering exposure to the global energy market, it can be influenced by factors such as oil prices, geopolitical events, and environmental policies.

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.

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.