By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Imagine a world where a single company has a market capitalization of $10 trillion. For reference, Apple, one of the world’s…
Tag: S&P 500
Achieving Diversification and Reducing Concentration Risk: Benefits of the Equal-Weight S&P 500
Investors seeking exposure to the U.S. stock market often turn to traditional S&P 500 index funds, which are weighted by market capitalization. However, this approach can lead to concentration risk,…
Nearly 90% of the S&P 500’s Gains Are These 7 Stocks
This year’s S&P 500 rally is being driven by a small group of mega-cap stocks, as investors flood back into them after last year’s tech rout. That could be a…
S&P 500’s Rough First Half Doesn’t Indicate Much About The Second
The first half of 2022 was the worst for the S&P 500 since 1970, but that’s not necessarily an indication of what the second half has in store. According to…
Ten Amazing Facts On Tesla As It Zooms Into The S&P 500
2020 will be a memorable year for all of us, but for those in the markets it will be particularly memorable as we are seeing many things that have never…
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to…
Gap Between Dow and S&P 500 Set to Widen
The tech-light Dow has struggled this year to keep pace with the tech-heavy S&P 500’s gains, and Apple’s recent stock split only accentuates the divide. This according to a recent…
The S&P 500 May Follow Its Own Path
Based on technical analysis of stock market movements, an 85-year trend for the S&P 500, “shows the equity benchmark could rise past 4,000 in the next eight years—an 81 percent…
Equal Weighting Can Beat the Market
Long term data suggest that investors can beat the market by holding the same stocks as those included in the S&P 500, if given equal weighting. This according to Validea…
Index Battle: S&P 500 vs ... S&P 500?
Investors have been waiting for more than four years now for the S&P 500 to eclipse its October 2007 high. But, according to SmartMoney’s Jack Hough, the index has already…
