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...Its credit funds returned 13.3 per cent over the past year net of fees. The company’s shares have risen almost 75 per cent over the past year, outpacing the benchmark S&P 500’s 22 per cent gain....
...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...Six of the seven are overweighted compared with the S&P 500, with Salesforce held at nearly eight times its market weight....
...There they can remain until they are so large they qualify for the S&P 500, or are flipped to another PE fund or rival company....
...Year-to-date things are looking only slightly better, with US equity long/short hedge funds trailing the S&P 500’s continued surge by about one percentage point. That’s all fine....
...P 500....
...The S&P 500 isn’t at such extremes today....
...The results are not flattering: Combs and Weschler are trailing both Buffett and the S&P 500....
...The equal-weighted S&P 500 was up by 26.7 per cent — only slightly less than the cap-weighted S&P 500’s 27.6 per cent gain. In other words, the other 493 have not been left completely behind....
...While some overwrite on the S&P 500® index, others overwrite on the Russell 2000 or Nasdaq 100 indices, or even single stocks and sectors (not surprisingly, mega-cap Tech buy-write funds have been particularly...
...It’s a fun fact that one of the best performing investors in the world is the S&P 500 index committee. Over the past 20 years, their picks have now beaten 97 per cent of all US equity funds....
...Tracking these indices would have paid off over one and five years, but — and in contrast to the S&P 500 or Euro Stoxx 50 — lost money over three years....
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...Berkshire and the S&P 500 If your entire equity portfolio had to be in either the S&P 500 or Berkshire Hathaway, which would be the better choice?...
...The inflows marked a reversal from the first quarter as investors pulled money out of passive funds while the benchmark S&P 500 repeatedly hit record highs....
...In the S&P 500, 64 per cent of stocks have crossed above their 200-day moving average, which is above the historical mean: Every S&P sector has positive returns over the period....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...In the US, the S&P 500 has added 7.9 per cent....
...S&P 500 hit an all-time high on Friday but, as my colleagues Nicholas Megaw and Kate Duguid have pointed out, stocks limped to the summit....
...He compared the S&P 500’s pricing with the MSCI EAFE index, which includes equities from 21 developed markets excluding the US and Canada....
...Seems to me, therefore, that unless I can beat the S&P 500 — in sterling to match my liabilities — I shouldn’t bother. The author is a former portfolio manager....
...But funds gained 6.1 per cent on average, compared with the S&P 500’s 26.3 per cent gain....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...The flipside is that investors would not be able to take full advantage of a boom year, potentially seeing their gains capped at only 15 per cent or so in a year in which the S&P 500 rises by more than this...
...index, Cap-weighted S&P 500 trounced its equal weighted version by ~3% YTD compared to ~12% outperformance in all of 2023....
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