SinDex

What is SinDex?

SinDex is an actively managed portfolio that seeks long-term growth by investing in companies with strong fundamentals and business operations that fall under one of the Seven Deadly Sins—also referred to as the “Seven Vices.” SinDex invests in US equity securities but has the ability to take positions in exchange-traded funds (ETFs), mutual funds, fixed-income securities, foreign equities, options and other derivatives, as appropriate. The investment thesis behind the portfolio is that companies operating in industries associated with the Seven Deadly Sins may provide investors with optimal asset allocation and return dynamics.

What are the Seven Deadly Sins?

The Seven Deadly Sins trace their lineage back to the Bible. While not specifically grouped and numbered in order, each one is mentioned as forbidden by God. Further work by philosophers and theologians in subsequent centuries further canonized these sins into the seven that would eventually rise into the popular zeitgeist. Perhaps the most famous person to chronicle the Seven Deadly Sins was Dante, who did so in the 14th century. He wrote a series of three epic poems—collectively known as the Divine Comedy—in which he journeys through different levels of hell and encounters the Seven Deadly Sins during his travels.

So, what exactly are the Seven Deadly Sins:

ENVY
Envy is described as the strong desire to own something that someone else has.
GLUTTONY
Gluttony is described as an overindulgence of food or drink consumed on a regular basis.
GREED
Greed is described as an excessive pursuit of material goods.
LUST
Lust is described as strong desire or passion, particularly for sexual pleasures.
PRIDE
Pride is characterized as excessive love of oneself and a desire to be attractive or more important than others.
SLOTH
Sloth is described as excessive laziness or a failure to act and use one's talents.
WRATH
Wrath is described as strong anger and hate towards another person.
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Vice Share
Envy
Some examples of industries and companies that fit envy are Automobiles (Ferrari) and Leisure products (Louis Vuitton).
17.42%
Gluttony
Some examples of industries that fit the gluttony sin are in food and beverages (McDonalds) and pharmaceuticals (Canopy Growth).
24.92%
Greed
Some examples of industries ad companies that fit the greed vice are banking (American Express) and hotels & entertainment (Century Casinos).
23.53%
Lust
Industries that fit lust are in dating services (Match Group) and weight loss (Medifast).
3.68%
Pride
Some examples of industries that fit pride are in specialty retailers (Signet Jewelers) and household products (Estee Lauder).
9.66%
Sloth
Some examples of industries that cater to sloth are in household products (LA-Z-Boy) and IT services (Electronic Arts).
18.33%
Wrath
Industries that fit wrath are deathcare products (Service Corp) and media & publishing (WWE).
2.46%

Market Cap & Style Portfolio Breakdown

Top 10 Holdings

Company Name

Ticker

Size

Vice

Portfolio Weight

LVMH Moet Hennessy Louis Vuitton SE

LVMUY

Large Cap

Envy

9.00%

Pepsico, Inc.

PEP

Large Cap

Gluttony

9.00%

Mastercard Incorporated

MA

Large Cap

Greed

9.00%

Meta Platforms, Inc.

FB

Large Cap

Sloth

9.00%

Mcdonald's Corporation

MCD

Large Cap

Gluttony

8.40%

American Express Company

AXP

Large Cap

Greed

6.10%

The Estee Lauder Companies 

EL

Large Cap

Pride

5.36%

The Goldman Sachs Group

GS

Large Cap

Greed

4.50%

Anheuser Busch Inbev SA

BUD

Large Cap

Gluttony

3.90%

The Hershey Company

HSY

Mid Cap

Gluttony

3.50%

Investment Policy

For the full Investment Policy Statement, Click here.

Disclosure

Investment advisory services are offered through Edgar Investment Management, LLC, an investment advisor registered with the State of Texas. Edgar Investment Management, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

The content found in this policy statement is developed from sources we believe provide accurate information and is for educational purposes only. The information in this policy statement is not intended as investment, tax or legal advice. Everyone’s tax and legal situation is different, so please consult trusted and knowledgeable legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided in this policy statement are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Material and information found in this policy statement is not intended as an offer or solicitation for the sale or purchase of any specific security, mutual fund, ETF, bond, or investment strategy.  

Investing is risky!  No guarantee as to performance of any investment is implied by this policy statement.  Make sure you have evaluated your options and spoken with trained professionals before you implement any investment strategy.  Past performance is not indicative of future results. 

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