Sentences with phrase «equal weighted investments»

That is a good article, outlining equal weighted investments vs market cap weighted.

Equal Weighted Investment Yield assumes a buy at 1/10 portfolio size for each stock that triggers and accounts for stop loss triggers in the trade plan presented to subscribers (i.e. your performance would be better).

Not exact matches

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Analysts at the investment bank raised their rating on eBay to overweight all the way from underweight — skipping equal weight — and hiked their price target to $ 58 a share from $ 36.

Investment Strategy: Roth IRAs: How to Optimize Yours From Dollars to Millions: How to Invest in Stocks 6 Smart Investment Strategies for Superior Returns Contrarian Investing: How to Stay a Step Ahead Discounted Cash Flow Analysis: A Comprehensive Overview International Investing: Be Aware of This Common Pitfall Covered Calls: How to Get a Ton of Investment Income Selling Put Options: How to Get Paid for Being Patient Index Funds: Yes, There Are Some Downsides Thrift Savings Plan (TSP): Fund Overview Risk vs Volatility: How to Profit from the Difference The Shiller PE (CAPE) Ratio: Current Market Valuations How to Invest Money Intelligently Equal Weighted Index Funds: Pros and Cons How to Generate Investment Income from Precious Metals 5 Rock - Solid Blue Chip Dividend Stocks Share Buybacks: The Good, The Bad, And The Ugly

What's particularly interesting to me is that this fund uses an «equal - weight» strategy for sizing its investments.

Construction methods include equal weighting, two versions of minimum volatility, three versions of mean - variance optimization, eight versions of reward - to - risk timing (six of which involve factor models) and a characteristic - based scheme that each year estimates stock weights based on market capitalization, book - to - market ratio, gross profitability, investment, short - term reversal and momentum.

TAIPEI (Reuters)- HTC Corp said on Monday it will put equal investment weight on emerging markets next year as it does in developed ones like the U.S. and Europe, and will dip its toes back into the tablet market with a new model next year.

Since the DRS is meant to be a long - term investment, the equal weight approach is aligned with our purpose.

While I am always suspicious of new products that claim to improve on cap - weighting (most have more to do with marketing than sound investment principles), I think equal weighting may well be a superior way to invest in a sector with a small number of companies.

The BMO Equal Weight REITs (ZRE), for example, holds just 18 real estate investment trusts yet carries an MER of 0.62 %, including the Ontario HST.

My preference is to equal weight each position because it's hard to know which investments will go on to be the best performers.

Greenblatt's Magic Formula gives these two ratios equal weight when selecting investments.

During that same period, the same investment in the S&P 500 Equal Weight Index (EWI) would have turned into $ 38,866.

He also notes that NOBL, an equal - weighted fund, may see greater performance in down markets, particularly those that punish yield - focused investments like SDY.

Posted in Behavioral economics, Quantitative investment, Stocks, Strategy, tagged Equal - Weight Index, Joel Greenblatt, Market Capitalization - Weight Index on May 21, 2012 2 Comments»

Posted in About, Behavioral economics, Contrarian investment, Stocks Tagged Equal - Weight Index, Joel Greenblatt 2 Comments

Posted in About, Behavioral economics, Contrarian investment, Stocks, tagged Equal - Weight Index, Joel Greenblatt on May 17, 2012 2 Comments»

Up until I read about the buzz around Vanguard and it's lower MERs, I was planning on investing all of our money in the Complete Couch Potato portfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bond (XBB)

The investment objective of Horizons HEE is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of Canadian companies that are involved in the crude oil and natural gas industry; and (b) monthly distributions of dividend and call option income.

The investment objective of Horizons HEA is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

To achieve its investment objective Horizons HEA primarily invests in an equal weighted portfolio of large capitalization U.S. companies.

The indices are good measures of the market, but flawed investment strategies for the reasons outlined in a few places here on Greenbackd (for example, see my summary of Greenblatt's / Rob Arnott's fundamental indexation idea, «Equal Weight and Fundamental Indexing Beats The Market «-RRB-.

DeBondt and Thaler then calculated the investment return against the equal weighted NYSE Index over the subsequent four years for all of the stocks in each selection period.

The investment objective of Horizons HEP is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of North American listed gold mining and exploration companies; and (b) monthly distributions of dividend and call option income.

By the 2030s, offshore investment in this scenario — currently heavily weighted towards oil — is split into three roughly equal parts as oil and (to a lesser extent) gas output growth is lower than in our main scenario, while offshore electricity generation grows twice as fast and provides 4 % of global power generation by 2040.