The HIP 100 portfolio reweights the S&P 100 component companies, based on systematic analysis of 30+ criteria across the following categories:
- How HIP are the company’s Products?
- How much Human Impact is realized in quantifiable results?
- How are HIP Management Practices embedded in decisions?
NEW HIP 100 TOP 10
(rankings revised as of Oct. 20, 2011)
1. Intel, INTC, 62.1 of 100
2. Hewlett Packard, HPQ, 60.1
3. Cisco, CSCO, 59.0
4. Colgate-Palmolive, CL, 58.9
5. Texas Instruments, TXN, 58.4
6. Abbott Labs, ABT, 57.5
7. Microsoft, MSFT, 55.8
8. DELL, 55.1
9. JP Morgan, JPM, 54.7
10. Dow, 53.1
This mega/large-cap equity portfolio ranks S&P 100 companies depending on their performance using the Human Impact + Profit (HIP) methodology. The HIP 100 Index seeks to deliver the potential for higher returns and net positive human, social and eco-impacts. The HIP 100 portfolio since its inception has outperformed the S&P 100, as of 10/31/2011. Additional disclosures and assumptions are listed below; performance is shown in the attached PDF.
DOWNLOAD THE HIP 100 OVERVIEW (in PDF format)
The HIP 100 (SM) Portfolio is a separately managed account offered by HIP Investor Inc. to institutional and individual investors and wealth advisers. (Also, available on the FOLIOfn (R) Model Manager Exchange and the Schwab Institutional (R) Advisor Marketplace.)
In addition, HIP offers comprehensive portfolio management and wealth-management Advisory Services for individuals, families, and foundations seeking to increase their “HIP” rating and portfolio performance.
*** CONTACT HIP: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***
Disclosure and Assumptions: The HIP Portfolio results represent the results of actual trading since inception by means of the application of a model, assuming a $100,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends. There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual client-specific trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually reporting client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.
The HIP 100 and S&P 100 results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP offers to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed by HIP Investor Inc as the investment adviser via separately managed accounts at FOLIOfn or at Charles Schwab Institutional. This is not an offer of securities.
Past performance is not indicative of future results.
DOWNLOAD THE HIP 100 OVERVIEW (in PDF format)
*** CONTACT HIP: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***
