3S Indexation ... method of analyzing a set of stocks and/or ETFs (stock/ETF set). Create the Stock set Signature.

stock/ETF set ... investment portfolio consisting only of stocks and/or ETFs.

Stock set Signature ... External Trend and Internal Trends.

External Trend ... price dynamics of the stock/ETF set and its graphical display. Absolute value.

Internal Trends ... 3S Index iS and 3S Index iM dynamics of stock/ETF set and its graphical display. Relative value.

3S Index iS ... 3S Index "in the Shares": the number of shares of each asset in the portfolio is "equal".

It is taken "1". This is the "Equality of Shares" rule.

3S Index iM ... 3S Index "in the Money": the number of shares of each asset in the portfolio is "unequal".

At the inception ('incept date'), the number of shares is calculated from the condition

"the same amount of money is invested (approximately)" for each asset.

This is the "Equality of Money" rule.

IMPORTANT NOTE :

In practice, as a special case, to calculate a 3S Index iM and evaluate a stock portfolio,

the number of shares (the amount of money) for each asset can be specified

by an Investor independently, without the "Equality of Money" rule.

'incept date'  &  'update date' ... inception day of stock/ETF set  &  the specific date to which the data was updated.

They are indicated on each chart.

EXAMPLE :

- USSM 'incept date' Large cap stock set,  Value as of 'update date'

- 3S Index iS (USSM 'incept date' Large cap stock set),  % as of 'update date'

IMPORTANT NOTE :

If the purpose is stock market indexation, then 'incept date' = 'update date'.

More about this in the "What Is 3S / Important Notes / Second" section.

USSM ... benchmark of the United States Stock Market,

offered by Morzhanov Project.

Financial ... benchmark of the United States Stock Market - Financial sector,

offered by Morzhanov Project.

Industrial ... benchmark of the United States Stock Market - Industrial sector,

offered by Morzhanov Project.

Information Technology ... benchmark of the United States Stock Market - Information Technology sector,

offered by Morzhanov Project.

Consumer Discretionary ... benchmark of the United States Stock Market - Consumer Discretionary sector,

offered by Morzhanov Project.

Growth ... benchmark of the United States Stock Market - Growth companies,

offered by Morzhanov Project.

Value ... benchmark of the United States Stock Market - Value companies,

offered by Morzhanov Project.

CanadaSM ... benchmark of the Canada Stock Market,

offered by Morzhanov Project.

GBSM ... benchmark of the Great Britain Stock Market,

offered by Morzhanov Project

Percentage points ... a value that shows the arithmetic difference between two specified values,

which are expressed as percentages.

EXAMPLE:

The Percentage points 3S Index iS (Growth - Value) is an arithmetic difference between

the 3S Index iS (Growth 'incept date' Large cap stock set) and

the 3S Index iS (Value 'incept date' Large cap stock set).

Large cap ... Large capitalization companies.

Small cap ... Small capitalization companies.

Mix cap ... Mixing large and small capitalization companies.

supplemented as the Morzhanov Project develops