The 500's

| June 01, 2019
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Fortune magazine just published their annual Fortune 500 list.

Their are the usual fantastic profiles on several of the companies on the list that are worth the read.

However, what struck me was a small sliver of a stat nestled on page 32.

The research team at Barclays decided to pit the 500’s against each other. As in the Fortune 500 vs. the S&P 500.

Going back to 1996 (no explanation for that start date), the publicly traded Fortune 500 companies outperformed the S&P 500 by 0.5% annually.

On an ‘equal-weight’ basis, the Fortune 500 outperforms the S&P 500 by 2% per year.

Since this is Wall Street don’t be surprised to see this packaged in an exchanged traded fund (ETF) soon!

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

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