Risk Tolerance

Strategy
Top Sector
Top Companies
Holdings
Risk
Minimum Investment
Ann. Return
Blended Expense Ratio
Yield
US Top 500 (Classic Diverse Direct Indexes)

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.

Information Technology
Apple Inc logo
Microsoft Corporation logo
NVIDIA Corp logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

502

Medium risk

$15,00014.44%0.00%1.33%
US 100 (Classic Diverse Direct Indexes)

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

Information Technology
Apple Inc logo
Microsoft Corporation logo
NVIDIA Corp logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

101

Medium risk

$2,20016.45%0.00%1.26%
USA Mid-Cap Companies (Classic Diverse Direct Indexes)

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.

Industrials
Constellation Energy Corporation logo
Welltower Inc. logo
Amphenol Corp. - Ordinary Shares - Class A logo
Palantir Technologies Inc - Ordinary Shares - Class A logo
Motorola Solutions Inc logo

314

Medium risk

$3,50011.01%0.00%1.51%
Equal Weighted US Top 500 (Classic Diverse Direct Indexes)

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.

Industrials
Constellation Energy Corporation logo
Jabil Inc logo
Tapestry Inc logo
GE Aerospace logo
Broadcom Inc logo

502

Medium risk

$3,00011.21%0.00%1.85%
US 1000 (Classic Diverse Direct Indexes)

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.

Information Technology
Apple Inc logo
Microsoft Corporation logo
NVIDIA Corp logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

996

Medium risk

$33,00014.32%0.00%1.30%
US Mid Cap (Classic Diverse Direct Indexes)

This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.

Industrials
Williams-Sonoma, Inc. logo
Interactive Brokers Group Inc - Ordinary Shares - Class A logo
Expand Energy Corp. - Ordinary Shares - New logo
Illumina Inc logo
Pure Storage Inc - Ordinary Shares - Class A logo

400

Medium risk

$5,00010.96%0.00%1.39%
US Small Cap (Classic Diverse Direct Indexes)

This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.

Financials
Alaska Air Group Inc. logo
Glaukos Corporation logo
ATI Inc logo
VF Corp. logo
Bath & Body Works Inc logo

596

High risk

$9,1009.18%0.00%1.54%
Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.