Welcome to my little experiment

The concept here is to create an index of investments designed to beat, on a risk-adjusted basis, the most common US equity indices. There are no restrictions on what the index may track - equities, ETFs, options, futures, currencies, commodities, bonds, etc.

With that said, investments will chosen systematically, based on the fundamental value of the underlying assets for each investment. The selection formula may change somewhat though time, but the intention is for this to be infrequent, and only when research suggests the change is a clear enhancement.

So nothing is picked on a hunch, or based on what someone said or wrote in the media. And nothing is picked with the intention of realizing some quick profits and then ditching. We don't look at charts or what the big investors are doing. There's nothing wrong with any of that, but our intention is to demonstrate lasting value in companies with certain qualities.