Basic Indices and ETFs

S&P500 Index

• Tracks: 500 large-cap U.S. companies across all sectors.

• Why it matters: Benchmark for U.S. equity performance; widely used in portfolio construction.

• Benchmark Value: $5900

Dow Jones Industrial Average

• Tracks: 30 major U.S. blue-chip companies.

• Why it matters: Represents established industry leaders; often cited in market news.

• Benchmark Value: $42,270

Nasdaq 100 Index

• Tracks: 100 of the largest non-financial companies listed on the Nasdaq.

• Why it matters: Tech-heavy index; key for growth and innovation sectors.

• Benchmark Value: $21,341

Russel 2000 Index

• Tracks: 2,000 small-cap U.S. companies.

• Why it matters: Indicator of domestic economic health and small-cap performance.

• Benchmark Value: $2,066

MSCI EAFE Index

• Tracks: large- and mid-cap companies in developed markets outside the U.S. and Canada.

• Why it matters: Provides exposure to Europe, Australasia, and the Far East.

MSCI Emerging Markets Index

• Tracks: companies in emerging economies.

• Why it matters: Access to growth opportunities in developing markets.

Bloomberg U.S. Aggregate Bond Index

• Tracks: broad U.S. investment-grade bonds.

• Why it matters: Core bond holding; reflects overall bond market performance.

• Benchmark value: $2,242

ICE U.S. Treasury 20+ Year Bond Index

• Tracks: long-term U.S. Treasury bonds.

• Why it matters: Sensitive to interest rate changes; used for duration exposure.

Gold shares ETF (GLD)

• Tracks: Gold bullion prices.

• Why it matters: Hedge against inflation and currency risk.

• Benchmark Price: $300

Silver Trust ETF (SLV)

• Tracks: Silver bullion prices.

• Why it matters: Industrial demand and precious metal investment.

• $30.00