MarketGrader US Balanced Core Select 50 Portfolio


Five Largest Companies
Symbol Name Grade Market Cap Country
NVDA NVIDIA Corporation 77.1 ¤4,571,316 US
GOOGL Alphabet Inc. Class A 77.3 ¤3,819,688 US
MSFT Microsoft Corporation 70.5 ¤3,514,401 US
AMZN Amazon.com, Inc. 72.4 ¤2,491,458 US
META Meta Platforms Inc Class A 68.9 ¤1,660,499 US

Five Smallest Companies
Symbol Name Grade Market Cap Country
CMCSA Comcast Corporation Class A 57.3 ¤102,503 US
BMY Bristol-Myers Squibb Company 64.1 ¤108,017 US
HCA HCA Healthcare Inc 55.5 ¤109,038 US
VRTX Vertex Pharmaceuticals Incorporated 60.2 ¤113,869 US
HON Honeywell International Inc. 62.7 ¤127,669 US

Companies with Most Selections Among Current Components
Symbol Name Grade Times* Country
MSFT Microsoft Corporation 70.5 33 US
GOOGL Alphabet Inc. Class A 77.3 32 US
MA Mastercard Incorporated Class A 64.4 25 US
JNJ Johnson & Johnson 64.5 24 US
QCOM QUALCOMM Incorporated 55.1 23 US
V Visa Inc. Class A 58.4 23 US
ORCL Oracle Corporation 61.0 22 US
META Meta Platforms Inc Class A 68.9 21 US
JPM JPMorgan Chase & Co. 65.6 20 US
CSCO Cisco Systems, Inc. 56.8 18 US
*Number of times selected at Index semi-annual reconstitutions since inception date.
Index Bio
Average Market Cap ¤628,657
Median Market Cap ¤266,668
Avg. 3 Mo. Dollar Vol. ¤3,420,798,192
Avg. 3 Mo. Trading Vol. 17,405,951
Last Rebalance Date 09/22/2025
Companies Replaced 13
Biggest Sector Increase Technology
Biggest Sector Decrease Consumer Discretionary

Fundamental Attributes
Trailing P/E Ratio (12 Mo.) 31.6
Forward P/E Ratio (12 Mo.) 22.7
Price/Book Ratio 8.0
Avg. Revenue Chg. - 3 Yr 32.4%
Avg. Op. Income Chg. - 3 Yr. 37.6%
Avg. EPS Growth - 3 Yr. 13.8%
Avg. EPS Growth - 1 Yr. 17.2%
Avg. Operating Margin 24.3%
Avg. LT Debt to Total Capital 40.8%
Avg. Return on Equity 30.6%
Dividend Yield 0.8%
Index Average Grade
59.76
Country Breakdown
United States Of America 100.0%
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