RISE US 100 index by Pragma Assets

Snapshot from Market Screener

Data from licensing date and calculation in real time.

Composition: 100 companies (on NYSE & Nasdaq) selected based on management efficiency.

Rebalancing: Once a year, in the first half of January.

Capital Allocation: 1% per company.

Methodology: A unique and innovative stock market analysis approach by Pragma Assets + value investing principles + fundamental analysis.

04/26/2022 - 04/026/2025

RISE US 100 index - +36,42%

S&P 500 index - +27,67%

Snapshot from Bloomberg terminal

Data for the entire historical indexation period 

Composition: 100 companies (on NYSE & Nasdaq) selected based on management efficiency.

Rebalancing: Once a year, in the first half of January.

Capital Allocation: 1% per company.

Methodology: A unique and innovative stock market analysis approach by Pragma Assets + value investing principles + fundamental analysis.

03/03/2002 - 03/03/2025

RISE US 100 index - +36,42%

S&P 500 index - +27,67%

Universe: Investment Index (an index designed for capital allocation with the purpose of preservation and growth).

Composition: 100 companies (on NYSE & Nasdaq) selected based in terms of internal growth potential.

Rebalancing: Once a year, in the first half of January.

Capital Allocation: 1% per company.

Methodology: A unique and innovative stock market analysis approach by Pragma Assets + growth investing principles + fundamental analysis.

01/01/2022 - 01/31/2025

STC index - +71.06%

SPY (ETF on S&P 500 index) - +31.24% 

Real results on a real investment portfolio by Pragma Assets. This is one of our most conservative strategies. The Sharpe ratio is 2 times better than that of S&P 500

01/03/2022 - 01/03/2025

Pragma Assets, Inc. - +33.85%

S&P 500 - +24.68%

Just over $1 million under management.