G
Grecodom 25 Process INDEX

GREC

Index Performance

+16.90%
GREC
+9.67%
SPY
+11.74%
QQQ
Sep 3, 2024Sep 11, 2024Sep 19, 2024Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Dec 2, 2024-10%0%10%20%

Overview

Description

Indexes used to be investment vehicles that are passive tools that grow wealth slowly. I create an index that is growing as fast as the fastest companies while having the safety of not losing money...long term. Its a living organism which is comprised of only 25 companies. If you actually look at the stock market, only some companies grow really fast. That's why there are only 25. Every 3 - 5 years the index is going to change as the world of commerce is facing cataclysmic changes. In order for a company to be considered a PROCESS (an extended value investing philosophy) stock it must: 1. Has intrinsic value by constantly increasing revenues, profits etc the last years. 2. Be an established player in the industry for at least 10 years. 3. Have grown for at least 5 years at a pace of more than 15 - 20 percent with all the ups and downs! 4. Be in an industry that is rapidly growing.

  • TickerGREC
  • Inception Date11/19/2022
  • WeightingCustom
  • # of holdings25
What's inside?
Sectors
  • Electronic Technology
    26.99%
  • Consumer Durables
    21.45%
  • Commercial Services
    11.78%
  • Retail Trade
    11.33%
  • Technology Services
    10.25%
  • Producer Manufacturing
    5.35%
  • Health Technology
    3.92%
  • Health Services
    3.80%
  • Consumer Non-Durables
    1.92%
  • Consumer Services
    1.73%
  • Finance
    1.48%

Holdings

All holdings as of December 2, 2024
CSV download
Tesla, Inc. (TSLA)21.45%$1.15T7.85%19.84%9.21
Apple, Inc. (AAPL)21.15%$3.62T2.02%46.21%9.11
O'Reilly Automotive, Inc. (ORLY)4.02%$71.98B3.83%51.58%4.55
Microsoft Corp. (MSFT)3.99%$3.20T16.04%69.35%12.72
Mastercard, Inc. (MA)3.86%$487.70B12.62%96.95%17.03
UnitedHealth Group, Inc. (UNH)3.80%$560.01B10.35%N/A1.61
Broadcom Inc. (AVGO)3.49%$777.70B47.27%58.15%15.61
Netflix, Inc. (NFLX)3.44%$383.75B14.46%47.63%8.53
Visa, Inc. (V)2.99%$620.55B10.02%77.52%15.62
Amazon.com, Inc. (AMZN)2.95%$2.22T11.04%49.03%3.32
Costco Wholesale Corp. (COST)2.89%$432.00B5.02%12.61%1.56
Lam Research Corp. (LRCX)2.73%$101.02B19.70%48.05%6.85
S&P Global, Inc. (SPGI)2.68%$162.25B15.92%61.82%12.76
DAIKIN INDUSTRIES Ltd. (6367)2.62%$35.42B9.87%33.94%1.27
ASML Holding NV (ASML)2.35%$274.57B11.90%50.80%11.35
Thermo Fisher Scientific, Inc. (TMO)2.32%$202.71B0.23%40.87%6.25
Moody's Corp. (MCO)2.25%$90.13B23.17%65.75%13.27
Monster Beverage Corp. (MNST)1.92%$53.47B1.34%53.15%6.81
Booking Holdings, Inc. (BKNG)1.73%$172.91B8.90%97.62%6.23
Blackrock Finance, Inc. (BLK)1.48%$150.93B20.13%81.09%7.13
The Home Depot, Inc. (HD)1.47%$424.13B6.65%31.40%2.96
Meta Platforms, Inc. (META)1.42%$1.50T18.87%81.83%9.39
Alphabet, Inc. (GOOG)1.41%$2.11T15.07%58.67%5.93
Danaher Corp. (DHR)1.19%$174.28B-15.64%58.66%9.14
Align Technology, Inc. (ALGN)0.41%$17.48B1.84%70.10%4.57
Market data by FactSet

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