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Portfolio

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Briefly describe the S&P 500 Index and why is it one of the most commonly followed indices?
The S&P 500 Index with a benchmark is now valued at over US$ 5.58 trillion with approximated index assets of US$ 1.31 trillion of this total was first established in 1957. It also captures 75 % US equities coverage. It is an index of America’s largest 500 companies. It has great influence on the US market fluctuations.  S&P 500 Index is a value weighted index and hence each company is purchased according to market capitalization.
Evaluate the performance of S&P 500 Index over the last 20 years (Calculate the annual rates of return, average annual rate of return and standard deviation over the last 20 years)
In the last 20 years, the S&P 500 Index has experienced a low volatility index which led to generation of higher average returns as well as returns of lower variability compared to broader market index. This can be summarized by the graph below (Ploutos, N.p):
List the sectors of S&P 500 Index
The S&P 500 Index sectors and their market share in percentage (%) as at April 12th, 2013 include:
Energy            - 10.64
Cons Disc      - 11.68
Cons Staples  - 11.08
Industrials      - 10.00
Financials       - 15.96
Materials        - 3.34
Health Care    - 12.88
Info Tech       - 17.68
Telecom Svc   - 3.07
Utilities          - 3.57
Find the historical data on S&P 500 Index Sectors over the last 10 years and provide the source
   2003             2004       2005        2006        2007        2008        2009        2010       2011     2012   

Technology

39.05

 

Energy

33.40

 

Energy

40.23

Utilities

20.58

 

Energy

36.34

 

Consumer Staples

-14.97

 

Technology

50.94

 

Industrials

27.82

 

Utilities

19.51

 

Financials

28.51

 

Materials

37.50

 

Utilities

23.79

Utilities

16.52

 

Financials

18.83

 

Materials

21.98

 

Healthcare

-23.15

Materials

48.48

 

Consumer

Discretionary

27.46

 

Consumer Staples

14.00

 

Consumer

Discretionary

23.58

 

Consumer

Discretionary

36.98

 

Industrials

17.42

 

Equal Sector

8.07

 

Consumer

Discretionary

18.43

 

Utilities

19.10

 

Utilities

-29.08

 

Consumer

Discretionary

41.16

 

Energy

21.78

 

Healthcare

12.42

 

Healthcare

17.53

 

Industrials

32.50

 

Equal Sector

14.12

 

Healthcare

6.44

 

Energy

18.29

 

Technology

15.19

 

Consumer

Discretionary

-33.41

 

Equal Sector

27.79

 

Materials

20.55

 

Consumer

Discretionary

5.95

 

Technology

15.46

 

Financials

30.53

 

Materials

13.24

 

Financials

6.21

 

Materials

18.26

 

Consumer Staples

14.46

 

Equal Sector

-35.16

 

Industrials

22.63

Equal Sector

16.11

 

Equal Sector

3.30

Industrials

14.86

 

Equal Sector

28.17

 

Consumer

Discretionary

12.89

 

Materials

4.14

 

Equal Sector

15.99

 

Industrials

13.19

 

Energy

-38.79

 

Energy

21.58

 

Consumer Staples

13.79

 

Energy

2.98

 

Equal Sector

14.78

 

Energy

26.36

 

Financials

10.59

 

Consumer Staples

2.84

 

Consumer Staples

14.58

 

Equal Sector

9.65

 

Industrials

-38.87

 

Healthcare

19.82

 

Financials

11.91

 

Technology

2.67

 

Materials

14.74

Utilities

25.82

 

Consumer Staples

7.80

 

Industrials

2.78

 

Industrials

13.59

 

Healthcare

7.09

 

Technology

-41.38

 

Financials

17.50

 

Technology

11.39

 

Industrials

-1.02

 

Consumer Staples

10.72

 

Healthcare

14.76

 

Technology

5.21

 

Technology

-0.12

 

Technology

12.10

 

Consumer

Discretionary

-13.38

 

Materials

-43.99

 

Consumer Staples

14.22

 

Utilities

5.30

 

Materials

-10.97

 

Energy

5.21

 

Consumer Staples

10.96

 

Healthcare

1.45

 

Consumer

Discretionary

-6.52

 

Health care 7.53

Financials

-18.79

 

Financials

-55.19

 

Utilities

11.41

 

Healthcare

3.30

 

Financials

-17.16

 

Utilities 1.10

Sector Returns by Year 2003-2012

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