RISE US 100 index

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The index tracks the most effective companies in terms of the quality of managerial decisions.

Index composition:
100 companies (NYSE and NASDAQ)

Total capitalization (January 1, 2025):
$18.66 trillion

Index construction methodology:

Stage 1
A unique and innovative method of analyzing public companies is applied, developed by Stanislav Donets.

The foundation: Science. This index is based on three disciplines:
– analytical chemistry (titrimetric, gravimetric, spectral analysis)
– physics (mechanics)
– systems theory

Stage 2
After a deep understanding of the company's structure, after identifying all hidden processes, and after identifying all internal interdependencies — fundamental metrics are calculated.

Stage 3
The final composition of the index is formed based on 14 selected metrics. Among them:
– Operating margin
– Gross margin
– Profit margin
– Return on Assets
– Return on Equity
– Revenue growth
– Revenue
and others

Capital allocation:
1% per company

Rebalancing:
Once a year — in the first half of January

04/29/2022 – 06/09/2025
Performance since the beginning of the index’s real-time calculation:

RISE US 100 +50.35%
S&P 500 +40.08%

Link

https://www.marketscreener.com/quote/index/IPOX-RISE100-INDEX-PRICE--137238716/graphics-comparison/

P.S.
This is far from our most effective index, so stay tuned for updates.