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“The equal-weighted S&P 500 index, which puts all stocks on the same footing rather than weighting them by market capitalization, has beaten the regular index hands down.”
“A big reason the equal-weighted S&P has outperformed is that it's a sneaky way of value investing.”
“A portfolio equal-weighted between 16 different asset classes, including stocks, commodities, real estate investment trusts, bonds and bank loans, fell 4.7%.”
“During the five years after the end of September 2001, the 60/40 portfolios gained 36% versus 72% for equal-weighted portfolios.”
“Rydex built its reputation around niche strategies such as a pair of leveraged ETFs and several popular equal-weighted ETFs, said Paul Justice, an ETF analyst at Morningstar Inc. He said some advisers found these gimmicky, so eliminating the Rydex name from the higher-brow Guggenheim makes sense for branding.”
“Morgan Stanley's recent study found that a portfolio of 17 equal-weighted stocks, ranging from Union Pacific Corp. and Colgate-Palmolive to Dow Chemical Co., had a correlation of 0.76 to the MSCI China index, when combined with a position in the S&P 500 and the S&P Metals and Mining Index.”
“The Buffett portfolio with 10 long holdings equal-weighted and rebalanced quarterly is compared to the returns to the broad U.S. market (S&P 500).”
“In the stock-picking side of its analysis, Zacks calculates the daily equal-weighted performance of each analyst's industry-specific portfolio by giving stocks with a "strong buy" or "buy" recommendation a weight of 1 and stocks with "strong sell" or "sell" recommendations a weight of -1.”
“Whenever an analyst changes a stock recommendation, Zacks rebalances the holdings to equal-weighted positions at the end of the day (the portfolio's then-current value divided equally among all stocks in the portfolio).”
“The total return, with dividends reinvested, on an equal-weighted portfolio of those stocks has been 13.9%.”
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