3S-indexation Method of analysis the Stock/ETF set. Creation the Stock set Signature.
Stock/ETF set Investment portfolio which consist only of stock and/or ETF.
Stock set Signature History of stock/ETF set (External Trend and Internal Trends) from the moment 'incept date'.
External Trend Price dynamics of stock/ETF set and its graphical display. Absolute value.
Internal Trends 3S Index iS/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' Stock/ETF set inception day with current/design parameters.
'data update' The day, until which the data was updated.
USSM United States Stock Market (USSM) benchmark created by Morzhanov Project.
DJIAc Portfolio of 30 shares, made up of 30 components of the Dow Jones Industrial 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
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