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...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...
...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....
...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....
...The S&P 500 isn’t at such extremes today....
...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....
...When the S&P 500 finally let Tesla join the index a few years ago, its stock soared....
...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?...
...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....
...Information technology companies make up only 1 per cent of the FTSE 100; in the S&P 500, it’s 29 per cent....
...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....
...Since late October, the S&P 500 is up just over a fifth. Its much easier to lure companies into the public glare when valuations are improving....
...But funds gained 6.1 per cent on average, compared with the S&P 500’s 26.3 per cent gain....
...Eye-watering valuations have become a turn-off for investors and have knocked 5 per cent off the US S&P 500 index over the past month....
...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...
...That’s around a quarter of an Nvidia or a single SPDR S&P 500 ETF. Things have changed....
...index, Cap-weighted S&P 500 trounced its equal weighted version by ~3% YTD compared to ~12% outperformance in all of 2023....
...Futures contracts tied to the value of the Vix index — the so-called “fear gauge” that measures expectations of near-term swings in the S&P 500 equities benchmark — are pricing in a rise in market stress...
...Lunate in May had also launched the Chimera S&P China HK Shariah ETF, a shariah-compliant ETF tracking Hong Kong-listed Chinese equities....
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