• The BestogaX universe of the Russell1000 consists of the so called “Vice” stocks (excluding Gaming stocks), plus the stocks from the GICS-sub-industries: Restaurants, Soft Drinks, and Internet Retail.
• A capitalization weighted index of this universe outperformed SPY by about 4.5 times from Jan-2000 to Mar-2016.
• Over down-market periods the iM-BestogaX Index lost on average 87% less than SPY, and over up-market periods gained on average 24% more than SPY.
• Many of the BestogaX companies have affordable products, familiar name brands, and worldwide distribution networks, providing them with reliable revenue growth also during adverse economic climates.
• Investors holding continuously all the BestogaX stocks, and rebalancing to equal weight every four weeks, would have had an annualized return of over 17% from January 2000 to March 2016.

Over the backtest period, Jan-2000 to Mar-2016, the number of stocks in this universe varied from a minimum of 23 to a maximum of 32. Stocks currently in the BestogaX universe are listed in the table below, with market capitalization shown in $-millions. There are 25 large-cap companies with a market-cap greater than $5-Billion.
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