The Stockertim Index
The Stockertim Composite — a cutting-edge, innovation-led, growth-oriented global equity benchmark that tracks the Stockertim portfolio across the US, UK, Nigeria and selected global markets.
One transparent read on the portfolio's growth
The Stockertim Index is a money-weighted performance benchmark, rebased to 1,000 at inception, that measures the growth of the Stockertim portfolio in percentage terms. It is designed to give a single, transparent read on the portfolio's trajectory across market cycles — the level and the percentage move together by construction.
Built around innovation and structural growth
The Index tracks innovative, cutting-edge companies selected for durable competitive advantage and long-run growth potential. Its objective is to build stronger long-term leverage to structural growth themes, aiming to outperform the S&P 500 and the Nasdaq 100 over a full cycle.
Artificial Intelligence
Compute, models and the infrastructure powering the AI build-out.
Technology
Platforms and software with durable moats and compounding demand.
Fintech
Digital finance reshaping payments, trading and access to markets.
Global Consumer
Category leaders capturing rising global consumption.
Multi-region exposure in one benchmark
Constituents are drawn from the United States, the United Kingdom, Nigeria and selected global markets — combining developed-market leadership with high-growth opportunities in a single, diversified benchmark.
A published stance, refreshed every month
Each month Stockertim publishes multi-horizon projections for the Index — from one month through five years — a base case with a bull/bear range, and a clear statement of whether it is raising, cutting or reiterating its outlook versus the prior month, together with the reasoning behind any change.
The base case is the central projection; the bear and bull figures bound a range of plausible outcomes, not a floor or a ceiling. Guidance can be raised, cut or reiterated as conditions change. All figures are model-based estimates as of the date shown and may differ materially from actual results.
How the outlook is built
Bottom-up
Aggregate the forward targets and valuations of the Index's underlying constituents into an implied index path.
Top-down
Model the Index's own return and volatility to frame a base case and a widening bull/bear range across horizons.
Monthly refresh
Blend the two, apply broad market and macro context, and republish on a defined monthly cadence.
See the Index in action
Explore the interactive trailing-twelve-month chart, period returns and the index board on the live performance page.
Disclosures & Disclaimer
This page and the Stockertim Index are provided strictly for educational and informational purposes. They do not constitute, and must not be construed as, a promotional communication, a public offering, a prospectus, a financial promotion, an investment notification, a recommendation, or a solicitation or invitation to buy, sell, subscribe for or hold any security, financial instrument or product in any jurisdiction.
Stockertim is not acting as your financial adviser, broker, fiduciary or agent. Nothing here is personalised investment, legal, tax or accounting advice, and no part of it takes into account the objectives, financial situation, risk tolerance or particular needs of any person. You should not rely on this material to make any financial decision and should obtain independent professional advice before acting.
The Stockertim Index / Stockertim Composite is a proprietary internal performance benchmark that measures the historical percentage growth of a reference portfolio. It is not an investable product, fund, security or managed account; it cannot be purchased; it reflects no dealing costs, taxes or slippage; and there is no assurance any investor could have obtained, or could obtain, results equal to the Index.
Past performance is not a reliable indicator of, and does not guarantee, future results. Index values, returns and constituents may fluctuate and can go down as well as up; you may not recover amounts originally at risk. Certain figures may be estimated, modelled, hypothetical or reconstructed and are shown for illustration only; hypothetical performance has inherent limitations and does not represent actual trading.
This page contains "forward-looking statements," including the 12-month target of 1,818, the range 1,074 – 2,601, other multi-horizon projections and any outlook or guidance — identifiable by words such as "target," "projects," "expects," "estimates," "forecasts," "outlook," "guidance," "anticipates," "believes," "may," "will," "should" and similar expressions. Such statements are model-based estimates and opinions as of the date stated, are subject to significant known and unknown risks, uncertainties and assumptions, and are not guarantees of future performance; actual outcomes may differ materially. Risk factors include, without limitation: equity-market volatility; macroeconomic, interest-rate, inflation and monetary-policy conditions; foreign-exchange movements across the US, UK, Nigerian and other markets; liquidity and country-specific risks (including emerging-market and frontier-market risks); regulatory, political and geopolitical developments; company- and sector-specific risks; changes in the portfolio's constituents or weights; and data, model and third-party-source limitations. Stockertim undertakes no obligation to update or revise any forward-looking statement except as required by law.
Information is provided "as is" and "as available," without warranty of any kind, express or implied, including as to accuracy, completeness, timeliness or fitness for a particular purpose. Certain data is sourced from third parties believed reliable but not independently verified; Stockertim does not guarantee it and accepts no liability for errors, omissions or delays, or for any loss arising from reliance on this material, to the fullest extent permitted by law.
This material is not directed at, and is not intended for distribution to or use by, any person in any jurisdiction where such distribution or use would be contrary to law or regulation. It is your responsibility to be aware of and observe all applicable laws.