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

Broadcom Inc. is a multinational technology company specializing in developing and producing semiconductor and infrastructure software products. The company was founded in 1991 and is headquartered in San Jose, California. Broadcom Inc. is known for its innovations in the field of wireless and broadband communication technology.

NasdaqGS

AVGO

CDNS

Salesforce.com, Inc. is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer relationships, sales, marketing, and service operations. It provides a suite of applications, including Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, that enable businesses to automate and streamline their processes.

NYSE

JPMorgan Equity Premium Income ETF (JEPI) is an actively managed exchange-traded fund (ETF) that aims to provide investors with high current income and the potential for capital appreciation. The fund invests in a diversified portfolio of stocks that are selected based on their potential to generate income through monthly dividends and other distributions.

JEPI focuses on high-quality, blue-chip companies with a history of stable earnings and dividends. The fund typically invests in large and mid-cap stocks across various sectors, including financials, healthcare, consumer staples, and technology.

JEPI is managed by JPMorgan Asset Management, one of the largest asset managers in the world. The fund has an expense ratio of 0.35%, higher than many passively managed ETFs.

NYSEArca

JEPI

Mastercard is a multinational financial services corporation that facilitates electronic fund transfers, including debit and credit card transactions. The company's products and services are used by consumers, merchants, and financial institutions in many countries worldwide.

NIKE, Inc. is a multinational corporation that designs, develops, and sells athletic footwear, apparel, and equipment. The company was founded in 1964 by Phil Knight and Bill Bowerman and is headquartered in Beaverton, Oregon, United States.

NVIDIA Corp. is an American technology company that designs and manufactures graphics processing units (GPUs) and other specialized computing hardware. The company is headquartered in Santa Clara, California, and is known for its high-performance GPUs, which are used in a variety of applications including gaming, professional visualization, and data centers. NVIDIA also offers a range of software and tools for developers and businesses to take advantage of the capabilities of its hardware.

NVDA

Oracle Corporation is a multinational American computer technology corporation specializing in developing and marketing computer hardware systems and enterprise software products. It is known for its Oracle Database software, which is widely used by businesses worldwide, as well as its cloud computing, artificial intelligence, and cybersecurity products. Oracle is headquartered in Redwood City, California, and has a strong presence in the global market.

Position	Category/Sector	Target Weight
AVGO Broadcom Inc.	Technology	9.09%
CDNS Cadence Design Systems, Inc.	Technology	9.09%
CRM salesforce.com, inc.	Technology	9.09%
FISV		9.09%
GPN Global Payments Inc.	Industrials	9.09%
JEPI JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	9.09%
MA Mastercard Inc	Financial Services	9.09%
NKE NIKE, Inc.	Consumer Cyclical	9.09%
NVDA NVIDIA Corporation	Technology	9.09%
ON ON Semiconductor Corporation	Technology	9.09%
ORCL Oracle Corporation	Technology	9.09%

Performance Analysis

Risk Analysis

Optimization

Factor Model

11 Holdings

Asset Allocation

Performance Analysis

Risk Analysis

Optimization

Factor Model

Portfolios

Screeners

Community