To improve on the S&P invested portion I personally trade a portion of the S&P position based on my Adjusted Price Research Ratio. The basic Price Research Ratio (Price Per Share/ R&D Per Share) was first disclosed On Wall Street Week with Louis Rukeyser in October, 1979. I currently use an Adjusted Price Research Ratio which adds R&D, Cash, Receivables/2, and Inventories/4, Free Cash Flow, and subtracts Total Liabilities before dividing by Shares Outstanding. I trade the top 5 S&P stocks using the formula. Below is a current $100,000 portfolio of the Top 5 S&P 500 stocks using the ratio as of the close August 21. I will occasionally update the portfolio in the future.
SYMBOL NAME SHARES LAST AMOUNT
NVDA NVIDIA 1581 21.32 $33708
XLNX XILINX 473 40.67 19219
LLTC LINEAR TECHNOLGY 414 38.65 16004
CSCO CISCO SYSTEMS 587 26.48 15552
LRCX LAM RESEARCH 222 69.75 15517
TOTAL VALUE $100000