Stars & Stripes
A curated portfolio of equites designed for investors seeking exposure to a portfolio that reflects the profile of an 'equally-weighted' S&P 500 Index
Model Portfolio Description
The Stars & Stripes model portfolio is a curated portfolio of equites designed for investors seeking exposure to a portfolio that reflects the beneficial industry diversity of the S&P 500 Index, but avoids a concentrated allocation to the 'mega-cap' stocks that dominate the index. The diversified portfolio comprises the stocks of large cap North American multinational companies from sectors including, among others, Energy, Healthcare, Consumer, Pharmaceuticals and Technology.
The model portfolio has been constructed to exhibit a high historical correlation with the S&P 500 Index, as reflected by a Beta (β) of 0.95, while providing investors with a superior diversity profile, limiting the largest exposure to a single stock to 3.50% of the portfolio.
Investment Objective & Portfolio Allocation
The portfolio is designed to generate returns through capital growth and dividend income that should, over a medium-to-long-term holding period, reflect the performance of the broader large cap equity market.
The model portfolio is 100% allocated to Equities.
Historical Performance
27.64%
3 yr
Annualised Rolling Return
27.22%
5 year
Annualised Rolling Return
0.95
1 yr
Model Portfolio
Beta
1.41%
1 yr
Dividend Yield
Important Information
All performance information on this page is historical performance of the model portfolio and presented “net of fees” calculated as of 30th April 2024. The performance chart and calculated metrics are provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ.
Clients’ investments in this portfolio are made up of whole and fractional holdings of stocks and/or other securities. By investing in this portfolio, clients are not investing in ETFs, mutual funds or the underlying index. Investing clients own the individual whole and fractional shares of the stocks or securities comprising the model portfolio.
This model portfolio is proprietary and has been exclusively developed and constructed by Starlight Wealth.
Warning: If you invest in this product you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. This product may be affected by changes in currency exchange rates.