Dan Kent
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Appearances Over Time
Podcast Appearances
I think it ended up being 21 names.
We capped it there.
We didn't want to come with a 60 company index here.
I think this episode is not meant to be an ad, by the way.
We're happy to be partnering with them.
But I will say is I went to their launch event and a lot of things were very much so trading and maybe not necessarily for me or this audience.
But this feature, I was like...
okay, this is the one that I want to talk about to the audience.
This is the one that I want to use because how nice is it to be able to remix even just a passive S&P 500 type of index?
It's like, oh, I want S&P exposure, but I don't want 7% of the portfolio to be in Tesla or whatever the exposure is today.
That could be where some people...
I am also, while you're talking, Sean, I'm punching all of these names into a fiscal dashboard right now.
I want to do an analysis of all the performance too.
I should have thought of this before, but we're doing it live.
So should we get started?
I have some interesting facts on performance here, okay?
There's 21 names on a trailing one-year basis.
19 of them have had a positive performance over the last 12 months in terms of up.
It's pretty good.
Eight of them have more than doubled and two of them have nearly quadrupled during that time.