Billionaire Index
Follow our selection of stocks favored by billionaire investors, compared with SPY (State Street SPDR S&P 500 ETF).
Daily adjusted closing prices.
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Performance comparison
Hover or tap to see returns for a date. Use left and right arrow keys when the chart is focused; press Escape to dismiss the tooltip. Both series start at 0% for the selected period.
Current holdings
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Quotes use the same service as our company pages and may be delayed. Weights reflect the latest index valuation, not these quotes.
See Past Holdings
How the index works
The index starts at the close on the earliest published allocation’s effective date. We review selections quarterly. Published allocations take effect at the closing price on their stated rebalance date. Between updates, weights drift as holdings rise or fall. There is no automatic quarterly reset.
Returns use Intrinio closing prices adjusted for splits and dividends, for both the index and SPY. SPY is an exchange-traded fund tracking the S&P 500. Changing the displayed dates rebases returns without changing the underlying holdings.
This is a hypothetical, fully invested USD index with fractional positions. Returns exclude trading costs, fees, and taxes. Weights at the last rebalance show the allocation at that close; current weights reflect subsequent performance. When required prices are missing, the chart stops at the last complete valuation.
Price data: Intrinio. Historical results may change after provider corrections or a documented allocation correction.