KKM Models

KKM Essential 40

The Essential 40® model portfolio is a strategy that seeks to track The Essential 40 Stock Index, (Ticker: ESS40TR), for investors seeking capital appreciation through a diversified portfolio of forty stocks. The index represents what is essential to the economy and the American way of life today. The Essential 40 Stock Index is constructed with a quantitative as well as qualitative approach based upon which companies are irreplaceable and are also essential to the U.S. economy. The Essential 40 Index of today seeks to represent an accurate representation of the U.S. economy similar to the way the DJIA did more than a 100 years ago.  Model Start Date: 1/1/2014

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