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 VOO S&P 500 to an iShares ESG S&P 500 and an equal weight Invesco S&P 500 fund. ...

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 is all that is needed and the risk is about the same as the S&P 500. ...