3S Indexation ... method of analyzing a set of stocks and/or ETFs (stock/ETF set). Creation 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 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, for calculate an 3S Index iM and evaluate a stock portfolio,

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

EXAMPLES :

- 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 United States Stock Market, developed by Morzhanov Project. Portfolio of 30 shares.

DJIAc ... portfolio of 30 shares, that are included in the Dow index.

NASDAQc ... portfolio of 30 shares, that are included in the Nasdaq-100 index.

Large cap ... Large capitalization companies.

Small cap ... Small capitalization companies.

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

supplemented as the Morzhanov Project develops