Description

Daly Capital Management Ideal S&P 500 Index is an index created by Daly Capital Management consisting of 26 of the 503 stocks in the S&P 500 that Daly Capital Management believes are trading below their fair value. The index will be best compared to the S&P 500, and the SPDR S&P 500 ETF Trust (SPY) was chosen as its benchmark. Inclusion into this index requires the following -A equity to be in the S&P 500 Fair value has been and will be determined using discretion, but heavily weighting price/FCF, price/earnings, dividend yield, and PEG, relative to each equities sector average. The index will, like the S&P 500, be market cap weighted, but exclude the 477 stocks Daly Capital Management believes have exceeded a fair valuation, thus providing investors a higher average return. The index will be actively monitored after it's launch on 1/21/2025, it's inception date.