Index Benchmarks

A stock index or stock market index is a method of measuring the value of a section of the stock market. It is computed from the prices of selected stocks (typically a weighted average). It is a tool used by investors and financial managers to describe the market, and to compare the return on specific investments.

An index is a mathematical construct, so it may not be invested in directly. But many mutual funds and exchange-traded funds attempt to “track” an index (see index fund), and those funds that do not may be judged against those that do.

OTOS index benchmark reports measure the recent and historical performance metrics for the weighted population of companies in the index for which there is an OTOS record.

These reports are valuable tools for you to measure your portfolio attributes compared to the relevant benchmark

These are OTOS brand reports and may not correspond exactly to the index structure behind your traded ETF.  Non U.S. companies and companies with short histories will be excluded.

Sign up for an annual $99.00 “Passive Player” membership  and create the ongoing analysis for your favorite benchmark portfolio. With your  membership you may claim ownership of the OTOS report for your favorite benchmark. You GET PAID from all members who choose to follow your index benchmark report.

It has also been possible to make additional money by selecting improving companies within the benchmark and avoiding lagging companies.

Sign up for an annual $299.00  “Active Player” membership and you may claim ownership of an index benchmark-related strategy. You GET PAIDfrom all future members who choose to follow your enhanced index strategy.

Our enhanced portfolio strategy empowers you make stock selection choices within the index population and generates trade recommendations to support your management of your strategy over time.

Sign up and create a new financial future for yourself and your investments.

Current Index Benchmarks are:

OTOS Total Market                                                 ddow
OTOS Socially Responsible                                   vlul

S&P Industrials                                                        spin
S&P Small Cap    owned                                         spsc
S&P Mid Caps                                                          snpm
Russell Value                                                            vvlu
Russell Growth                                                        grow
OTOS Small Cap Value   owned                           vvsu
OTOS Mid Cap Growth                                          grom
Russell Mid Cap Growth                                        rmcg
Russell Mid Cap Value                                           rmcv
S&P 100                                                                    spjb
OTOS Consumer Growth-Small Companies    scgs
OTOS Consumer Staples-Small Companies     scss
OTOS Consumer Cyclicals-Small Companies  sccs
OTOS Basic Industry-Small Companies           sbis
OTOS Energy-Small Companies                        sens
OTOS Technology-Small Companies                stks
S&P 500          owned                                            snpz 
Dow Jones U.S. Basic Materials                        dbsc
Dow Jones U.S. Consumer Cyclical                  dcyc
Dow Jones U.S. Consumer Noncyclical           dncy
Dow Jones U.S. Energy                                       dene
Dow Jones U.S. Financial                                   dfin

Dow Jones U.S. Industrial                                  didu
Dow Jones U.S. Technology                               dtec
Dow Jones U.S. Utilities                                      duti
Dow Jones U.S. Healthcare                                 dhcr
Dow Jones U.S. Telecommunications               dtls
Russell 1000                                                           rsl1
Russell 2000                                                           rs2z
Russell 2000 Growth                                            rs2g
Russell 2000 Value                                               rs2v
Russell Mid Cap                                                     rmca
S&P Materials                                                         sbii
S&P Industrials                                                      scps
S&P Communication Services                             scms
S&P Consumer Discretionary                              scci
S&P Consumer Staples                                          scsi
S&P Energy                                                              seni
S&P Financials                                                        sisi
S&P Healthcare                                                      shea
S&P Information Technology                              stki
S&P Transportation                                               strs
S&P Utilities                                                            suts
NASDAQ   owned                                                   ndaq