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The S&P 500 stock index is a key element in the portfolio. S&P 500 is a highly diversified financial instrument and is represented as futures contract in the portfolio.
S&P 500 is recovering from the plunge in March caused by the coronavirus pandemic. S&P 500 has significant potential that will be released as the US economy recovers along with the US Federal Reserve support and interest rates close to zero.
Famous personal computers, tablets, phones, digital players and software producer. One of the pioneers in personal computer manufacturing. Innovation and design made Apple iconic among consumers of digital devices with unique reputation that could be compared with a religion.
Its return on equity (ROE) was recorded at 64,5%. The Company has a substantial debt according to D/E multiplier - at 1,4. However, large outstanding debt is covered by huge amounts of cash on company’s accounts. EPS for 2019 stands at $11.89. Operating performance has slowed down. However, the release of new products may trigger the recovery of operating performance indicators.
Products of the company are major drivers of the company’s stocks. Apple has already released some of its novelties for 2020 like the new affordable Iphone SE. Releases of new products for 2020 are expected to generate steady cash flow.
The Coca-Cola Company is a beverage company. The Company owns or licenses and markets non-alcoholic beverage brands, primarily sparkling beverages and a range of still beverages, such as waters, flavored waters and enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, sports drinks, dairy and energy drinks. The Company's segments include Europe, Middle East and Africa; Latin America; North America; Asia Pacific; Bottling Investments, and Corporate.
Coca-Cola is considered as the most recognizable and valuable brand in 2015-2020.
The major driver for the company’s growth will be the recovery of the market after a decline as new stimulus measures would be approved in the United States, and with the improvement of the pandemic situation.
Exxon Mobil Corporation, doing business as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical.
One of the world's largest companies by revenue, ExxonMobil from 1996 to 2017 varied from the first to sixth largest publicly traded company by market capitalization. The company was ranked ninth globally in the Forbes Global 2000 list in 2016. ExxonMobil was the tenth most profitable company in the Fortune 500 in 2017. As of 2018, the company ranked second in the Fortune 500 rankings of the largest United States corporations by total revenue.
As of March 2019, ExxonMobil's largest shareholders include The Vanguard Group (8.15%), BlackRock (6.61%), and State Street Corporation (4.83%).