Hints and tips:
...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....
...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....
...By the time Tesla was included in the S&P 500 index, it had already become the sixth-largest US company by market capitalisation....
...P 500 remains roughly unchanged, the largest 10 stocks have continued to increase (now at 33.1% weight) at the expense of the next 40 (down to 35.8%) and the broader index, Cap-weighted S&P 500 trounced...
...The approach was also in vogue in Europe, with the €5.3bn Xtrackers S&P 500 Equal Weight Ucits ETF (XDEW) enjoying record inflows last year — even though the equal-weighted index underperformed the S&P 500...
...At the top of the pile is the S&P 500, which is an absolute beast....
...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?...
...As of Monday, the S&P 500 was 14 per cent above its 200-day average: This is high....
...ing] uncapped exposure to the S&P 500, while buffering against the possibility of significant losses”....
...By contrast, an equal-weighted version of the S&P that does not favour its biggest constituents is mildly weaker so far this year. In itself that is not necessarily a problem....
...Moreover, despite index funds now owning more of the car company than Elon Musk, it’s trading below its S&P 500 index inclusion price....
...TCI made $12.9bn for investors and ended last year up 33 per cent, ahead of the S&P 500 index’s 24 per cent rise....
...That is well ahead of the S&P 500 — although if an investor used private equity-style leverage to buy an index that differential would narrow substantially....
...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....
...The most popular funds, those tracking the S&P 500, the total US stock market and the Bloomberg Aggregate Bond index, cost an average of just 0.03 per cent per year....
...Funds that track US indices will have a much higher exposure to the Mag 7 (currently about 30 per cent for the S&P 500 or as much as 40 per cent for the Nasdaq)....
...The share gains were fuelled by its fast-rising assets under management, which eclipsed $1tn for the first time, and its inclusion into the S&P 500 index....
...It recently launched a fund that tracks the S&P 500 — the Global X S&P 500 Covered Call UCITS ETF (XYLU LN) — and a sister fund which tracks the Nasdaq 100 — The Global X Nasdaq 100 Covered Call UCITS ETF...
...While Blackstone was recently added to the S&P 500 index and KKR and Apollo hope to soon follow suit, Carlyle’s market capitalisation of less than $15bn is too small for it to qualify....
...So the equal-weighted S&P 500....
...Stuart Kaiser of Citigroup estimates that these funds have sold $25bn worth of S&P 500 stocks since late August....
...Below, from Bloomberg, is the total return for the S&P 500 and some large rival markets over the past decade and the decade before that, in dollar terms (I have included the S&P equal-weighted index as a...
...It was once possible, as a famous study found, to pick a portfolio at random from S&P 500 members and outperform the index with a 99.9 per cent probability....
...All 14 food stocks in the S&P 500 have underperformed the broader index by at least 8 percentage points....
...S&P 500....
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