Business Strategy

iBillionaire Index – Designed To Track The Investing Activities Of Eight Successful Billionaires

iBillionaire Index – Designed To Track The Investing Activities Of Eight Successful Billionaires
The Investing Activities Of The Eight Succesful Billionaire Investor

Image Source: Google+

When you want to manage your investments by doing what billionaires do might not always be a great idea. But iBillionaire, self avowed index which has been “Designed to Track Billionaire Investors” however, is looking to follow exactly that strategy.

The iBillionaire Index keeps a tab on the portfolios of some of the popular billionaire investors, have been successful in the financial markets and have done extensive investing. The iBillionaire Index, comprises 30 Large Cap U.S. equities.

The iBillionaire Index primarily focuses on sectors namely, Consumer Discretionary, IT & Health Care. Energy, Industrials and Financials are some of the other sectors it concentrates upon.

The Ticker of the Index is BILLION on Google Finance and Yahoo Finance. The Index ticker went live first on the Oct 25th 2013.

Why should one go for the iBillionaire Index ETF?

iBillionaire Index ETF, also known as the IBLN has been designed to aid the investment activities of the long-term investors who seek excess returns, higher than the broad based Index  called S&P 500.

The sensitivity or the Beta, which is strategic Beta ETF gives the investors access to those large cap equities, 30 in this case which the US Billionaires have allocated the investing funds.

The screening methodology used by iBillionaire Index to ascertain the investment related choices of the US based Billionaire Investors, has been designed in line with the data obtained from SEC 13F Fillings.

The Investing Activities Of The Eight Succesful Billionaire Investor

Image: Investor and Quarter Wise Change in Staying Invested in Apple Shares

Potential Benefits of the Strategy

iBillionaire Index aims at capturing excess returns from the portfolio equity allocation in large-cap. The index ETF enables the investors to co-own the stocks accumulated by the successful billionaire investor. iBillionaire Index also gives the investors access to an approach to the index based equity investing in a very strategic way.

The Investing Activities Of The Eight Succesful Billionaire Investor

Image: Investor and Quarter Wise Allocation of Portfolio in Apple Inc. Shares

History of iBillionaire 

It all began with an iPhone app which started out as one which tracks the security holdings of investors who are rich, and it slowly grew into a stock fund. It is now called Direxion iBillionaire Index ETF. It has been out there for a year.

This fund is a result of 30 US stocks which has about 10 billionaires pooling in their investments and valuable assets. IBLN, last week, dumped some stocks (Microsoft, AIG, and Netflix) and added others (General Motors, Delta, Facebook) as a part of the Q3 rebalancing.

Apple remains at the top of the fund for 8 of the investors that this app tracks – Richard Chilton, Julian Robertson, Leon Cooperman, Ray Dalio, Carl Icahn, David Einhorn, David Tepper and George Soros.

Nevertheless, doing what these billionaires do may not be the best plan. Yahoo Finance reports that IBLN grew 3.9% last year. S&P 500 grew 7.2% in the same period. Thus the output may not be too lucrative in the shortrun as these billionaires may not be always right with their investing vision. Aping the investment activities of a successful Investor may not be the best policy. Before we wrap up let’s quickly glance through the charts tracking the billionaires’ position as below, sourced from Yahoo Finance.

The Investing Activities Of The Eight Succesful Billionaire Investor

Image: Investor Wise Change in Position on Apple Inc.

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