Kosher S&P 500

About this strategy

The forty largest S&P 500 companies at equal weight, minus anything that sells what Jewish dietary law forbids: no pork or shellfish producers and no restaurant chains built on a cheeseburger, pepperoni or bacon. Only McDonald's ranked high enough to be cut. Our own published screen, rebalanced weekly.

1. Agent triggers

   A run starts every Monday at 10:25 AM, rebalancing the portfolio weekly. Weekly schedule ensures timely updates.

2. Computes its signals

   The agent screens companies based on dietary laws, removing those that sell prohibited items. It maintains focus on the forty largest S&P 500 companies.

3. Sets the target portfolio

   The portfolio is an equal-weight mix of the qualifying forty companies, refreshing as necessary while keeping positions adjusted to the same size.

4. Executes orders

   Your account trades toward the target, sells before buys, inside the platform's risk rails: stop-loss and daily loss limits you control.

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