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Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend)

By Aman JhaMade 9 Oct 20269 companies

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no backtest data

How it would have done

Key numbers

For the time range selected above.

vs the S&P 500
Average per year
Biggest drop
Ups and downs

About this portfolio

The idea it was built from

Based off andy burnham's recent non compete clause create me an index

How much of each: Hand-picked amounts
Most in one company: 16%
Refreshed: Every 6 months, next 9 Apr 2027

What’s inside

9 companies across 6 industries. The biggest is RELX PLC at 15%. No company can be more than 16%.

Percentages are target weights at the last rebalance.

Weighting: fixedLimit per company: 16%Rebalance: semiannual

Company pages

Each company’s price history, and the other portfolios that hold it.

Theme: European stocks

Guide: Risk and diversification: how not to bet it all on one idea

More detail

Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.

Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.

The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.

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About Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend)

What stocks are in Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend)?

It holds 9 companies. The largest are RELX PLC (REL.L), London Stock Exchange Group plc (LSEG.L), Compass Group PLC (CPG.L), SEGRO plc (SGRO.L) and Legal & General Group Plc (LGEN.L), followed by ADM.L, WTW, WSE and INF.L. Most of the money is in financial services, industrials and consumer cyclical.

How has Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend) performed?

+3.3% since it was made, −1.2% over the past year against +14.4% for the S&P 500, +12.5% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.

How is Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend) weighted?

Each company's share was set individually from the data. No company can be more than 16% of the portfolio. The biggest holding is RELX PLC (REL.L) at 14.5%.

Can I invest in Burnham Non-Compete Theme Index, UK Labour-Market Flexibility & Professional Services (Fixed-Weight Blend)?

It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.

Discussion

Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.