The S&P 500 Index (GSPC, or SP500), is a stock market index that represents the performance of the 500 largest publicly traded companies in the US. The index comprises many industries, including technology, healthcare, financials, consumer staples, etc. It is widely considered a leading indicator of the overall performance of the US stock market. It is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products.

The S&P 500 Index is calculated by Standard & Poor's, a financial services company. It is a market-capitalization-weighted index, meaning that the weight of each company in the index is based on its market capitalization (the value of its outstanding shares of stock). The index is rebalanced periodically to reflect the current market conditions.

The S&P 500 Index is often used as a benchmark for the performance of mutual funds, ETFs, and other investment products because it provides broad exposure to the US stock market and represents a diverse range of industries. In addition, many investors use the S&P 500 Index as a benchmark for their portfolio performance, or they may invest in products that track the index's performance, such as ETFs.

^GSPC

GLD is an exchange-traded fund (ETF) that tracks the price of gold. It is designed to provide investors with a convenient and low-cost way to gain exposure to gold, which is widely regarded as a store of value and a hedge against inflation.

NYSEArca

Cboe US

HEFA

ICLN is a passive exchange-traded fund (ETF) managed by iShares, a subsidiary of BlackRock. The fund aims to track the investment results of the S&P Global Clean Energy Index, a broad-based index that includes companies across the globe involved in clean energy production, such as wind and solar power, biofuels, and energy storage. ICLN allows investors to gain exposure to a diversified portfolio of companies that operate in the growing clean energy sector.

The fund was launched on June 24, 2008, and has a 0.46% expense ratio.

NasdaqGM

ICLN

NURE

PICK

TLT is an exchange-traded fund (ETF) by iShares, a division of BlackRock,  that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. The index is a benchmark that includes a range of U.S. government bonds with maturities of 20 years or more. The TLT ETF has a low expense ratio of 0.15% and is designed to provide investors with a way to gain exposure to the U.S. long-term government bond market.

USDU

Nasdaq

VMMSX

VTI is an exchange-traded fund (ETF) that tracks the performance of the CRSP US Total Market Index. The CRSP US Total Market Index is a broad-based index that includes virtually all publicly traded companies in the U.S. stock market, covering the large-, mid-, and small-cap segments of the market. The index is designed to provide investors with a comprehensive representation of the U.S. stock market.

The fund is a passively managed index fund, meaning that it does not attempt to outperform the benchmark index through active management. Instead, the fund aims to replicate the performance of the index by holding a representative sample of the stocks in the index.

The VTI ETF has a low expense ratio and is suitable for investors looking for a diversified, low-cost way to invest in the U.S. stock market.

XLE is a passive exchange-traded fund (ETF) managed by State Street that tracks the Energy Select Sector Index. The Energy Select Sector Index is a market capitalization-weighted index designed to measure the performance of publicly traded companies in the energy sector. It includes stocks of companies engaged in the exploration, production, and distribution of oil, natural gas, and other energy-related products and services.

XLE was launched on December 16, 1998, with a relatively low expense ratio of 0.13%. 

As a passive ETF, XLE seeks to track the performance of the Energy Select Sector Index by holding a diversified portfolio of stocks that closely match the index's composition. Accordingly, the fund's holdings are periodically rebalanced to ensure they continue to match the index.

Position	Category/Sector	Target Weight
CPI		5%
GLD SPDR Gold Trust	Precious Metals, Gold	3%
GSG iShares S&P GSCI Commodity-Indexed Trust	Commodities	10%
HEFA iShares Currency Hedged MSCI EAFE ETF	Foreign Large Cap Equities	7%
ICLN iShares Global Clean Energy ETF	Alternative Energy Equities	5%
IEI iShares 3-7 Year Treasury Bond ETF	Government Bonds	5%
LIT Global X Lithium & Battery Tech ETF	Commodity Producers Equities	4%
NURE Nuveen Short-Term REIT ETF	REIT	5%
PHO Invesco Water Resources ETF	Water Equities	1%
PICK iShares MSCI Global Select Metals & Mining Producers ETF	Materials	3%
TAN Invesco Solar ETF	Alternative Energy Equities	2%
TLT iShares 20+ Year Treasury Bond ETF	Government Bonds	5%
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	Currency, Actively Managed	7%
VMMSX Vanguard Emerging Markets Select Stock Fund	Emerging Markets Equities	3%
VTI Vanguard Total Stock Market ETF	Large Cap Growth Equities	30%
XLE Energy Select Sector SPDR Fund	Energy Equities	5%

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolio Diversificado ETF 1

Asset Allocation

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community