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Indices Market

The main stock indices are managed by the exchanges of developed countries. The S&P 500 (SPX), Dow Jones Industrial Average (DJI) and Nasdaq Composite (IXIC) are the world’s largest indices based on the market capitalization of their constituents. The name of the index usually indicates the number of its constituent companies. For instance, The Nikkei 225 (NI225) represents 225 companies and is widely seen as a leading indicator of Japan’s equity market. The value of an index is usually calculated based on either the prices or market capitalization of its constituents. They are called price-weighted index and capitalization-weighted index. Many investors pay close attention to major indices as they often show the state of the entire economy.
Who it's for

Investors looking for a well-diversified portfolio with a focus on undervalued companies

Holdings

Based on an allocation of 70% indices
Dow Jones Industrial Average Index
DJI
S&P/TSX Composite Index
S&P500
MERVAL Index
IMV
MERVAL Index
IMV
S&P BSE Sensex Index
Sensex
S&P BSE Sensex Index
Sensex
Tadawul All Shares Index
Tasi
BIST 100 Index
XU100
DAX Index
DAX
SSE COMPOSITE INDEX
000001
Korea Composite Stock Price Index
KOSPI
Nikkei 225 Index
NI225

This investment portfolio strategy offers a comprehensive selection of 101 different allocation possibilities, allowing you to choose from various index-based options. As an illustrative example, we have chosen to display the holdings of a portfolio consisting of a diversified selection of indices. It's important to note that each allocation option corresponds to a unique combination of index assets.
Bettermentpro, taking into account your specific financial objectives, may recommend a tailored allocation based on various goal-related inputs. These inputs encompass factors like the timeframe for your goal, with the longest-term objectives potentially suggesting specific index allocations. Please keep in mind that the portfolio holdings showcased here pertain to tax-deferred accounts, such as IRAs or 401(k)s, and variations can be expected in taxable accounts.

Invested with benefits.

  • Tax-smart tools.

    Automated and optimized tax strategies designed to help minimize tax impact on returns.

  • Lower costs.

    Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our transparent pricing.

  • Adjusts automatically.

    Your investments are rebalanced as the market moves once at the minimum account balance, with dividends getting reinvested.

Be invested.

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