Target Portfolio Builder

Portfolio Builder

Build a custom portfolio based on the holdings of a stock index. Specify a target investment amount to easily determine the number of shares and total value of each holding. Updates are coming which will allow for adjustments to company weights as well as the ability to add and remove companies.

Target Portfolio Holdings

#	Company	Symbol	Weight	Price	Shares	Value
{{rank + 1}}	{{component.name}}	{{component.symbol}}	{{component.weight}}	{{formatValue(component.lastPrice)}}	{{formatValue(Number(component.weight) / 100 * context.targetInvestment / Number(component.lastPrice))}}	{{formatValue(component.weight / 100 * context.targetInvestment)}}

Portfolio Specifications

Target Investment Amount: {{ targetInvestmentFormatted }}

Please enter a numeric value.

Base Portfolio Index

Portfolio Adjustments:

Custom Indices

Portfolio Builder New

Stock Market Indexes

S&P 500 Components Nasdaq 100 Components Dow Jones Components

S&P 500 Data

S&P 500 Historical Returns S&P Component Performance S&P Component Weight Analysis