PENNJONS
Index Performance
+11.36%
PENNJONS
-1.28%
SP500
+0.41%
TMLARGE
Overview
Description
Penny Jones Index is a value and growth index that consists of stocks from several industries including finance, energy, tech, and Agriculture. This index aims to achieve a low-correlated portfolio that would withstand some shock in the market.
- TickerPENNJONS
- Inception Date06/09/2023
- WeightingEqual
- # of holdings12
What's inside?
Holdings
All holdings as of September 26, 2023
CSV download
| Obsidian Energy Ltd. (OBE) | 9.41% | N/A | -35.33% | 27.15% | 1.39x |
| Apollo Global Management, Inc. (APO) | 8.74% | $50.952B | 2,503.96% | 98.53% | 2.04x |
| Procter & Gamble Co. (PG) | 8.69% | $351.931B | 5.32% | 48.36% | 4.93x |
| Equinor ASA (EQNR) | 8.66% | N/A | -28.66% | 31.82% | 0.63x |
| Nutrien Ltd. (NTR) | 8.61% | N/A | -15.50% | 27.17% | 1.25x |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 8.43% | N/A | -13.69% | 52.41% | 6.99x |
| The Mosaic Co. (MOS) | 8.31% | $11.763B | -36.83% | 16.83% | 0.89x |
| Rivian Automotive, Inc. (RIVN) | 8.22% | $20.931B | 207.97% | -42.37% | 2.86x |
| Palantir Technologies, Inc. (PLTR) | 8.13% | $28.580B | 12.75% | 79.96% | 15.72x |
| Rocket Pharmaceuticals, Inc. (RCKT) | 7.83% | $1.656B | N/A | N/A | N/A |
| Vertex Energy, Inc. (VTNR) | 7.78% | $0.419B | -25.91% | 0.17% | 0.29x |
| NIO, Inc. (NIO) | 7.20% | N/A | -19.72% | 0.99% | 2.36x |
Market data by FactSet