S&P 500 Consumer Discretionary Index

S&P US Luxury Top 10: Value Investment Strategy

TOP Value Investment Strategy	VALUEVVV		GROWTHVV		COMBINED		360° VIEW
1. Ford (XXL, US) ☀  Automobile Manufacturers
1. Ford (XXL, US) ☀   Automobile Manufacturers	100		13		51		29
2. eBay (XL, US) ☀  Internet Retail
2. eBay (XL, US) ☀   Internet Retail	99		9		89		59
3. Whirlpool (XXL, US) ☀  Household Appliances
3. Whirlpool (XXL, US) ☀   Household Appliances	99		7		32		5
4. General Motors (XXL, US) ☀  Automobile Manufacturers
4. General Motors (XXL, US) ☀   Automobile Manufacturers	97		3		16		37
5. Expedia (XL, US) ☀  Hotels, Resorts & Cruise Lines
5. Expedia (XL, US) ☀   Hotels, Resorts & Cruise Lines	87		41		54		45
6. VF (XL, US) ☀  Apparel, Accessories, Luxury
6. VF (XL, US) ☀   Apparel, Accessories, Luxury	85		11		16		7
7. Marriott (XXL, US) ☀  Hotels, Resorts & Cruise Lines
7. Marriott (XXL, US) ☀   Hotels, Resorts & Cruise Lines	85		23		56		81
8. Gap (XXL, US) ☀  Apparel Retail
8. Gap (XXL, US) ☀   Apparel Retail	85		55		71		31
9. PVH (XL, US) ☀  Apparel, Accessories, Luxury
9. PVH (XL, US) ☀   Apparel, Accessories, Luxury	81		23		51		57
10. BorgWarner (XXL, US) ☀  Auto Parts & Equipment
10. BorgWarner (XXL, US) ☀   Auto Parts & Equipment	79		81		96		100

March 30, 2023. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Growth Investment Strategy

TOP 10 Growth Investment Strategy	VALUEVVV		GROWTHVV		COMBINED		360° VIEW
1. Wynn Resorts (XL, US)   Casinos & Gaming
1. Wynn Resorts (XL, US)   Casinos & Gaming	11		43		43		21
2. Las Vegas Sands (XL, US) ☀   Casinos & Gaming
2. Las Vegas Sands (XL, US) ☀   Casinos & Gaming	3		21		21		29
3. Etsy (L, US) ☀   Internet Retail
3. Etsy (L, US) ☀   Internet Retail	34		73		73		90
4. Chipotle (XL, US)   Restaurants
4. Chipotle (XL, US)   Restaurants	1		48		48		67
5. Starbucks (XXL, US) ☀   Restaurants
5. Starbucks (XXL, US) ☀   Restaurants	71		72		72		77
6. TJX Companies (XXL, US) ☀   Apparel Retail
6. TJX Companies (XXL, US) ☀   Apparel Retail	11		55		55		79
7. O Reilly Automotive (XXL, US)   Automotive Retail
7. O Reilly Automotive (XXL, US)   Automotive Retail	19		26		26		49
8. Booking Holdings (XL, US)   Hotels, Resorts & Cruise Lines
8. Booking Holdings (XL, US)   Hotels, Resorts & Cruise Lines	15		42		42		69
9. Ross Stores (XXL, US)   Apparel Retail
9. Ross Stores (XXL, US)   Apparel Retail	17		35		35		61
10. Ulta (XL, US) ☀   Specialty Stores
10. Ulta (XL, US) ☀   Specialty Stores	3		91		91		73

March 30, 2023. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Combined Investment Strategy

TOP 10 Combined Investment Strategy	VALUEVVV		GROWTHVV		COMBINED		360° VIEW
1. BorgWarner (XXL, US) ☀   Auto Parts & Equipment
1. BorgWarner (XXL, US) ☀   Auto Parts & Equipment	79		81		96		100
2. PulteGroup (XXL, US) ☀   Homebuilding
2. PulteGroup (XXL, US) ☀   Homebuilding	77		55		94		95
3. Ulta (XL, US) ☀   Specialty Stores
3. Ulta (XL, US) ☀   Specialty Stores	3		83		91		73
4. eBay (XL, US) ☀   Internet Retail
4. eBay (XL, US) ☀   Internet Retail	99		9		89		59
5. Advance Auto Parts (XL, US) ☀   Automotive Retail
5. Advance Auto Parts (XL, US) ☀   Automotive Retail	69		49		85		77
6. MGM Resorts (XL, US) ☀   Casinos & Gaming
6. MGM Resorts (XL, US) ☀   Casinos & Gaming	61		71		85		85
7. D.R. Horton (XXL, US) ☀   Homebuilding
7. D.R. Horton (XXL, US) ☀   Homebuilding	49		53		82		27
8. McDonald's (XXL, US) ☀   Restaurants
8. McDonald's (XXL, US) ☀   Restaurants	73		55		79		93
9. Etsy (L, US) ☀   Internet Retail
9. Etsy (L, US) ☀   Internet Retail	34		95		73		90
10. Starbucks (XXL, US) ☀   Restaurants
10. Starbucks (XXL, US) ☀   Restaurants	71		91		72		77

March 30, 2023. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

S&P US Luxury Top 10: Obermatt 360° Investment Strategy

TOP 10 Obermatt 360° Investment Strategy	VALUEVVV		GROWTHVV		COMBINED		360° VIEW
1. BorgWarner (XXL, US) ☀   Auto Parts & Equipment
1. BorgWarner (XXL, US) ☀   Auto Parts & Equipment	79		81		96		100
2. Darden Restaurants (XL, US) ☀   Restaurants
2. Darden Restaurants (XL, US) ☀   Restaurants	47		43		63		97
3. PulteGroup (XXL, US) ☀   Homebuilding
3. PulteGroup (XXL, US) ☀   Homebuilding	77		55		94		95
4. McDonald's (XXL, US) ☀   Restaurants
4. McDonald's (XXL, US) ☀   Restaurants	73		55		79		93
5. Etsy (L, US) ☀   Internet Retail
5. Etsy (L, US) ☀   Internet Retail	34		95		73		90
6. MGM Resorts (XL, US) ☀   Casinos & Gaming
6. MGM Resorts (XL, US) ☀   Casinos & Gaming	61		71		85		85
7. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury
7. Ralph Lauren (XL, US) ☀   Apparel, Accessories, Luxury	35		77		70		83
8. Marriott (XXL, US) ☀   Hotels, Resorts & Cruise Lines
8. Marriott (XXL, US) ☀   Hotels, Resorts & Cruise Lines	85		23		56		81
9. TJX Companies (XXL, US) ☀   Apparel Retail
9. TJX Companies (XXL, US) ☀   Apparel Retail	11		89		55		79
10. Advance Auto Parts (XL, US) ☀   Automotive Retail
10. Advance Auto Parts (XL, US) ☀   Automotive Retail	69		49		85		77

March 30, 2023. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

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Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely fact-based Obermatt Method in the stock index S&P 500 Consumer Discretionary Index from March 30, 2023.