A Quarterly Update for My NationCapShares Index

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The above table represents the 53 companies in my NationCapShares ETF proposal for developed, emerging, and frontier markets based on the following selection guidelines:

1) Select one company from the entire Standard & Poor pool of companies with the largest market capitalization from each nation, which must be at least $5 billion [USD] in order to qualify for inclusion.

2) All companies must have a trailing 52-week stock price performance of greater than negative forty percent (-40%) in order to qualify for inclusion in this fund. If the company with the largest market cap for a given nation does not meet this trailing 52-week stock price return requirement, the next largest company by market cap will be chosen as long as it meets all of the other eligibility requirements.

As both an equally-weighted and market cap-weighted index, NationCapShares outpaced the overall market (SPY) and the following ETF benchmarks: iShares MSCI EAFE Index (EFA), iShares Emrg Mkts Index (EEM), Dow Jones Global Titans (DGT), and iShares S&P Global 100 (IOO).

Disclosure: None