Alpha Brands Consumer Spending Index 2019
The brands index was created in 2016 to offer a dedicated universe of the most relevant & important brands serving U.S. and global consumers. The index is updated each December to reflect the current state of consumption trends and offers exposure to important consumption categories. The index committee identifies the most appropriate consumption industries to track, ranks all companies in each industry to identify the leaders, then decides how much exposure is warranted to each industry based on it’s consumer trends research. The 200 companies chosen reflect the committee’s choices for the most relevant and iconic brands that are currently resonating the best with consumers. The 200 brands constituents also include a handful of B2B brands that are deemed vital to the consumption supply chain. 90% of the 200 brands are domiciled in the U.S. and 10% of the brands are domiciled outside the U.S.
Here’s the indexes 3YR track record of live performance from: 9/16/16 to 9/16/19. Bloomberg symbol, BRANDS Index GO
The Green line is the Brands Index and has performed well versus the equal weight S&P 500 and in-line with the S&P 500 cap-weighted index but offers a better reflection of the real economy given its persistent overweight to leading consumer discretionary (roughly 40%) & consumer staples (roughly 20%) brands.
The Brands Index serves as the investment universe for the Alpha Brands suite of investments in partnership with Accuvest Global Advisors.
If the S&P 500 is supposed to be a proxy investment for the economy as S&P states, why does the S&P 500 only have roughly 22% in consumer sectors when consumer spending is 72% of GDP?
The Brands Index weights better reflects the primary drivers of the real economy and is therefore a better index to track U.S. economic output.
Alpha Brands Consumer Spending Index: Sector Weights
Click the image to learn more about the Brands Index and how it was created.
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Abbott Laboratories | ABT | ||
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AbbVie Inc | ABBV | ||
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Activision Blizzard, Inc. | ATVI | ||
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ADIDAS | ADDYY | ||
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Adobe Inc | ADBE | ||
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Advance Auto Parts, Inc. | AAP | ||
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Alaska Air Group, Inc. | ALK | ||
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Alibaba Group Holding Ltd | BABA | ||
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Allstate Corp | ALL | ||
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Alphabet Inc | GOOGL | ||
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Amazon.com, Inc. | AMZN | ||
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AMC NETWORKS INC | AMCX | ||
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American Express Company | AXP | ||
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American Tower Corp | AMT | ||
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American Water Works Company Inc | AWK | ||
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Amgen, Inc. | AMGN | ||
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Anheuser Busch Inbev | BUD | ||
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Anthem Inc | ANTM | ||
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Apple Inc. | AAPL | ||
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AT&T Inc. | T | ||
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Automatic Data Processing | ADP | ||
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AvalonBay Communities Inc | AVB | ||
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Bank of America Corp | BAC | ||
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BAYERISCHE MOTORS | BMWYY | ||
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Berkshire Hathaway Inc. | BRK.B | ||
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Best Buy Co Inc | BBY | ||
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BlackRock, Inc. | BLK | ||
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Boeing Co | BA | ||
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Booking Holdings Inc | BKNG | ||
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Bristol-Myers Squibb Co | BMY | ||
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Broadcom Inc | AVGO | ||
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Canada Goose Holdings Inc | GOOS | ||
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Capital One Financial Corp. | COF | ||
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CarMax, Inc | KMX | ||
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Caterpillar Inc. | CAT | ||
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CBS Corporation | CBS | ||
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Charles Schwab Corporation
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SCHW | ||
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Charter Communications Inc | CHTR | ||
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Chevron Corporation | CVX | ||
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Chipotle Mexican Grill, Inc. | CMG | ||
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Church & Dwight Co., Inc. | CHD | ||
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Cigna Corp | CI | ||
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Cisco Systems, Inc. | CSCO | ||
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Citigroup Inc | C | ||
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Clorox Co | CLX | ||
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Colgate-Palmolive Company | CL | ||
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Comcast Corporation | CMCSA | ||
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Conagra Brands Inc | CAG | ||
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ConocoPhillips | COP | ||
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Constellation Brands, Inc. | STZ | ||
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Costco Wholesale Corporation | COST | ||
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CROWN CASTLE INC | CCI | ||
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CVS Health Corp | CVS | ||
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D. R. Horton Inc | DHI | ||
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Danaher Corporation | DHR | ||
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Darden Restaurants, Inc. | DRI | ||
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Deckers Outdoor Corp | DECK | ||
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Deere & Company | DE | ||
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Delta Air Lines, Inc. | DAL | ||
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Dicks Sporting Goods Inc | DKS | ||
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DISCOVERY COMMUNICATIONS INC.
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DISCA | ||
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Dollar General Corp. | DG | ||
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Dollar Tree, Inc. | DLTR | ||
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Domino's Pizza, Inc. | DPZ | ||
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eBay Inc | EBAY | ||
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Electronic Arts Inc. | EA | ||
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Eli Lilly And Co | LLY | ||
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Equity Lifestyle Properties, Inc. | ELS | ||
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Equity Residential | EQR | ||
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Estee Lauder Companies Inc | EL | ||
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Etsy Inc | ETSY | ||
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Expedia Group Inc | EXPE | ||
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Exxon Mobil Corporation | XOM | ||
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Facebook, Inc. | FB | ||
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FedEx Corporation | FDX | ||
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Ferrari NV | RACE | ||
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Five Below Inc | FIVE | ||
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Ford Motor Company | F | ||
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Gap Inc | GPS | ||
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Garmin Ltd. | GRMN | ||
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General Mills, Inc. | GIS | ||
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General Motors Company | GM | ||
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Genuine Parts Company | GPC | ||
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Goldman Sachs Group Inc | GS | ||
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Goodyear Tire & Rubber Co | GT | ||
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GrubHub Inc | GRUB | ||
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Hasbro, Inc. | HAS | ||
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HCA Healthcare Inc | HCA | ||
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Hershey Co | HSY | ||
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Hilton Hotels Corporation
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HLT | ||
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Home Depot Inc | HD | ||
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Hormel Foods Corp | HRL | ||
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IBM | IBM | ||
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Intel Corporation | INTC | ||
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International Flavors & Fragrances | IFF | ||
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Intuit Inc. | INTU | ||
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J B Hunt Transport Services Inc | JBHT | ||
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Johnson & Johnson | JNJ | ||
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JPMorgan Chase & Co. | JPM | ||
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Kellogg Company | K | ||
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Kimberly Clark Corp | KMB | ||
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Kroger Co | KR | ||
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L'OREAL CO | LRLCY | ||
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Laboratory Corp. of America | LH | ||
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Las Vegas Sands Corp. | LVS | ||
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Lennar Corporation | LEN | ||
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Lions Gate Entertainment Corp. | LGF.A | ||
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Live Nation Entertainment, Inc. | LYV | ||
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Lowe's Companies, Inc. | LOW | ||
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Lululemon Athletica inc. | LULU | ||
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LVMH Moet Hennessy Louis Vuitton
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LVMUY | ||
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Madison Square Garden Co | MSG | ||
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Marriott International Inc | MAR | ||
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Mastercard Inc | MA | ||
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MCCORMICK & CO | MKC | ||
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Mcdonald's Corp | MCD | ||
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Mercadolibre Inc | MELI | ||
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Merck & Co., Inc. | MRK | ||
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MGM Resorts International | MGM | ||
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Microsoft Corporation | MSFT | ||
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Mohawk Industries, Inc. | MHK | ||
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Molson Coors Brewing Co | TAP | ||
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MONDELEZ INTERNATIONAL INC
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MDLZ | ||
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Monster Beverage Corp | MNST | ||
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Morgan Stanley | MS | ||
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Msci Inc | MSCI | ||
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NESTLE | NSRGY | ||
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Netflix Inc | NFLX | ||
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Nike Inc | NKE | ||
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NINTENDO LTD | NTDOY | ||
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Nordstrom, Inc. | JWN | ||
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Norwegian Cruise Line Holdings Ltd | NCLH | ||
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NVIDIA Corporation | NVDA | ||
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O'Reilly Automotive Inc | ORLY | ||
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Oracle Corporation | ORCL | ||
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Paypal Holdings Inc | PYPL | ||
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PepsiCo, Inc. | PEP | ||
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Pfizer Inc. | PFE | ||
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Planet Fitness Inc | PLNT | ||
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Polaris Inc | PII | ||
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Procter & Gamble Co | PG | ||
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Progressive Corp | PGR | ||
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Prudential Financial Inc | PRU | ||
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Public Storage | PSA | ||
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PVH Corp | PVH | ||
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Ralph Lauren Corp | RL | ||
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Republic Services, Inc. | RSG | ||
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Restoration Hardware Holdings, Inc
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RH | ||
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Roku Inc | ROKU | ||
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Ross Stores, Inc. | ROST | ||
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Royal Caribbean Cruises Ltd | RCL | ||
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salesforce.com, inc. | CRM | ||
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SAP SE | SAP | ||
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Shake Shack Inc | SHAK | ||
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Sherwin-Williams Co | SHW | ||
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Shopify Inc | SHOP | ||
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Simon Property Group Inc | SPG | ||
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Six Flags Entertainment Corp | SIX | ||
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Sony Corp | SNE | ||
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Southwest Airlines Co | LUV | ||
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Spotify Technology SA | SPOT | ||
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Sprouts Farmers Market Inc | SFM | ||
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Square Inc | SQ | ||
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Stanley Black & Decker, Inc. | SWK | ||
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Starbucks Corporation | SBUX | ||
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Stryker Corporation | SYK | ||
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SYSCO Corporation | SYY | ||
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T-Mobile Us Inc | TMUS | ||
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Take-Two Interactive Software
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TTWO | ||
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Tapestry Inc | TPR | ||
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Target Corporation | TGT | ||
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TD Ameritrade Holding Corp. | AMTD | ||
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TENCENT HOLDING | TCEHY | ||
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Tesla Inc | TSLA | ||
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Texas Instruments Incorporated | TXN | ||
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The Coca-Cola Co | KO | ||
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Tiffany & Co. | TIF | ||
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TJX Companies Inc | TJX | ||
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Toyota Motor Corp | TM | ||
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Twitter Inc | TWTR | ||
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Ulta Beauty Inc | ULTA | ||
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Under Armour Inc | UAA | ||
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UNILEVER N.V. | UL | ||
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Union Pacific Corporation | UNP | ||
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United Parcel Service, Inc. | UPS | ||
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UnitedHealth Group Inc | UNH | ||
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Urban Outfitters, Inc. | URBN | ||
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Vail Resorts, Inc. | MTN | ||
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Verizon Communications Inc. | VZ | ||
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VF Corp | VFC | ||
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Visa Inc | V | ||
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Walgreens Boots Alliance Inc | WBA | ||
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Walmart Inc | WMT | ||
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Walt Disney Co | DIS | ||
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Waste Management, Inc. | WM | ||
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WD-40 Company | WDFC | ||
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Williams-Sonoma, Inc. | WSM | ||
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Workday Inc | WDAY | ||
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Wynn Resorts, Limited | WYNN | ||
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Yum! Brands, Inc. | YUM |