Index Performance
Overview
Description
Indexes used to be investment vehicles that are passive tools that grow wealth slowly. I create an index that is growing as fast as the fastest companies while having the safety of not losing money...long term. Its a living organism which is comprised of only 25 companies. If you actually look at the stock market, only some companies grow really fast. That's why there are only 25. Every 3 - 5 years the index is going to change as the world of commerce is facing cataclysmic changes. In order for a company to be considered a PROCESS (an extended value investing philosophy) stock it must: 1. Has intrinsic value by constantly increasing revenues, profits etc the last years. 2. Be an established player in the industry for at least 10 years. 3. Have grown for at least 5 years at a pace of more than 15 - 20 percent with all the ups and downs! 4. Be in an industry that is rapidly growing.
- TickerGREC
- Inception Date11/19/2022
- WeightingCustom
- # of holdings25
What's inside?
Holdings
All holdings as of December 6, 2024
Tesla, Inc. (TSLA) | 22.78% | $1.25T | 7.85% | 19.84% | 9.21 |
Apple, Inc. (AAPL) | 20.89% | $3.67T | 2.02% | 46.21% | 9.11 |
Microsoft Corp. (MSFT) | 4.00% | $3.30T | 16.04% | 69.35% | 12.72 |
O'Reilly Automotive, Inc. (ORLY) | 3.95% | $72.61B | 3.83% | 51.58% | 4.55 |
Mastercard, Inc. (MA) | 3.74% | $485.14B | 12.62% | 96.95% | 17.03 |
Broadcom Inc. (AVGO) | 3.67% | $838.51B | 47.27% | 58.15% | 15.61 |
Netflix, Inc. (NFLX) | 3.49% | $399.56B | 14.46% | 47.63% | 8.53 |
UnitedHealth Group, Inc. (UNH) | 3.35% | $505.81B | 10.35% | N/A | 1.61 |
Amazon.com, Inc. (AMZN) | 3.10% | $2.39T | 11.04% | 49.03% | 3.32 |
Costco Wholesale Corp. (COST) | 2.87% | $439.80B | 5.02% | 12.61% | 1.56 |
Visa, Inc. (V) | 2.86% | $609.50B | 10.02% | 77.52% | 15.62 |
Lam Research Corp. (LRCX) | 2.59% | $98.55B | 19.70% | 48.05% | 6.85 |
S&P Global, Inc. (SPGI) | 2.58% | $160.35B | 15.92% | 61.82% | 12.76 |
DAIKIN INDUSTRIES Ltd. (6367) | 2.58% | $35.42B | 9.87% | 33.94% | 1.27 |
ASML Holding NV (ASML) | 2.35% | $281.98B | 11.90% | 50.80% | 11.35 |
Thermo Fisher Scientific, Inc. (TMO) | 2.26% | $202.48B | 0.23% | 40.87% | 6.25 |
Moody's Corp. (MCO) | 2.18% | $89.65B | 23.17% | 65.75% | 13.27 |
Monster Beverage Corp. (MNST) | 1.78% | $50.83B | 1.34% | 53.15% | 6.81 |
Booking Holdings, Inc. (BKNG) | 1.71% | $175.42B | 8.90% | 97.62% | 6.23 |
Blackrock Finance, Inc. (BLK) | 1.48% | $154.30B | 20.13% | 81.09% | 7.13 |
Meta Platforms, Inc. (META) | 1.45% | $1.57T | 18.87% | 81.83% | 9.39 |
The Home Depot, Inc. (HD) | 1.45% | $428.51B | 6.65% | 31.40% | 2.96 |
Alphabet, Inc. (GOOG) | 1.40% | $2.15T | 15.07% | 58.67% | 5.93 |
Danaher Corp. (DHR) | 1.10% | $166.21B | -15.64% | 58.66% | 9.14 |
Align Technology, Inc. (ALGN) | 0.40% | $17.35B | 1.84% | 70.10% | 4.57 |