Tag: s&p 500
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Different S&P 500 types compared (ESG, Equal Weight or regular S&P 500)
I compared equal weight S&P 500 funds that invest in each of the 500 stocks equally instead of the asset weights regular S&P 500. I compared the performance of the equal weight S&P 500 to regular S&P 500 as well as the new ESG S&P 500. Which one had the best performance? I compared Vanguard…
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10 Stocks VS the S&P 500. Which strategy wins?
Imagine 10 stocks having a greater return with very little difference in volatility or downside risk. Well, that is what I have found. The large mega-caps like Apple, Microsoft, and Alphabet have outperformed the S&P 500 for most of the years I looked at. Diversification is supposed to reduce risk but more recently 10 stocks…