Sentences with phrase «with index weights»

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.

Therefore, he starts with a market - cap weighted index as a building block for a portfolio.

That would be bad news for the torrid earnings growth being enjoyed by US companies, since the large multinational corporations with heavy weighting in stock indexes have had exports boosted by a weak currency.

A weaker dollar makes exports more profitable, which helps companies doing business overseas — most notably the multinational conglomerates with big weightings in stock indexes.

That means that most investments end up slightly below or ahead of the mean / median, and those investors that outperform an index, end up with a slightly higher weighting of their investments to the right of the mean / median.

The companies with the top 10 weightings comprise some 32 % of the entire index, led by Apple (9.9 %), Microsoft (4.8 %) the two flavors of Google (4.6 %).

PetroChina Co Ltd is one of its favourites: with a free - float of only 2.4 per cent but a weighting of more than 6 per cent of the Shanghai Composite Index.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

The Barclays U.S. Aggregate Bond Index is a market value — weighted index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or Index is a market value — weighted index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or index of investment - grade fixed - rate debt issues, including government, corporate, asset - backed, and mortgage - backed securities, with maturities of one year or more.

The iShares Intermediate Credit Bond ETF tracks a market - weighted index of USD - denominated investment grade corporate, sovereign, supranational, local authority and non-US agency debt with maturities between 1 - 10 years.

The Barclays U.S. Intermediate Government Bond Index is a market value — weighted index of U.S. government fixed - rate debt issues with maturities between one and 10 yIndex is a market value — weighted index of U.S. government fixed - rate debt issues with maturities between one and 10 yindex of U.S. government fixed - rate debt issues with maturities between one and 10 years.

Even with the dollar's recent decline, the trade - weighted dollar index is still higher than it was in mid 2014.

But since only two or three dozen commodities have adequate liquidity, and the energy complex dominates on a trade - weighted basis, an equal weighted commodity index makes the most sense until capacity limits are reached (not a problem now with commodities deeply unpopular).

One thing that is unique with Personal Capital is their belief in Tactical Weighting aka Smart Indexing.

The aggregate sector weights of energy and materials in the MSCI Emerging Markets Index have fallen from approximately 40 % around a decade ago to about 14 % as of October 2017, with the weights of information technology (IT) and consumer companies steadily increasing.

The iShares 20 + Year Treasury Bond ETF tracks a market - weighted index of debt issued by the US Treasury with remaining maturities of 20 years or more.

Bloomberg Barclays U.S. Treasury Bond Index is a market value - weighted index of public obligations of the U.S. Treasury with maturities of one year or Index is a market value - weighted index of public obligations of the U.S. Treasury with maturities of one year or index of public obligations of the U.S. Treasury with maturities of one year or more.

The VelocityShares Daily VIX Mid Term ETN provides 2x leveraged exposure to an index that tracks the price performance of futures contracts in the VIX with a weighted average maturity of 5 months.

The RBC Canadian Manufacturing Purchasing Managers» Index ™ (RBC PMI ™) is a composite index based on five of the individual indexes with the following weights: New Orders - 0.3, Output - 0.25, Employment - 0.2, Suppliers» Delivery Times - 0.15, Stock of Items Purchased - 0.1, with the Delivery Times Index inverted so that it moves in a comparable direcIndex ™ (RBC PMI ™) is a composite index based on five of the individual indexes with the following weights: New Orders - 0.3, Output - 0.25, Employment - 0.2, Suppliers» Delivery Times - 0.15, Stock of Items Purchased - 0.1, with the Delivery Times Index inverted so that it moves in a comparable direcindex based on five of the individual indexes with the following weights: New Orders - 0.3, Output - 0.25, Employment - 0.2, Suppliers» Delivery Times - 0.15, Stock of Items Purchased - 0.1, with the Delivery Times Index inverted so that it moves in a comparable direcIndex inverted so that it moves in a comparable direction.

The weightings of stocks in global stockmarket indices are being recalculated, with far - reaching...

With 40 percent of its assets, the fund seeks to track the investment performance of a broad, market - weighted bond index.

PowerShares BulletShares 2022 Corporate Bond ETF tracks a market - value - weighted, USD - denominated, investment - grade corporate bond index with effective maturities in 2022.

The PowerShares BulletShares 2019 Corporate Bond ETF tracks a market - weighted index of USD - denominated corporate investment - grade bonds with effective maturities in 2019.

The chart below is from analyst Cam Hui, showing the Nasdaq 100 Index along with the ratio of the equal - weighted index to the float - weighted iIndex along with the ratio of the equal - weighted index to the float - weighted iindex to the float - weighted indexindex.

«Capitalizing on opportunity requires thought, which can't be done with software allocating $ 3.80 of every dollar invested to Apple because that happens to be its weight in an index.»

The modest change to our hedge is intended to maintain our downside protection while hopefully producing a little bit less day - to - day discomfort on days when Wall Street suddenly goes «risk on» and chases banks, financials, materials, and high - debt cyclicals, all of which we hold with smaller weight than the major indices reflect.

Though the gain in the S&P 500 since 2014 is likely to be wiped out rather easily, the challenge for hedged equity strategies in the interim has been the extended duration of this top formation, coupled with a feverish shift of investors toward indexing, which has benefited the capitalization - weighted indices relative to a wide range of historically effective stock - selection approaches.

If you were to invest $ 100 in both indexes in 2003 (inception of equal - weight), you would be left with $ 322 in the equal - weight index and $ 327 in the mid cap index.

The S&P Dividend Aristocrats Index currently contains 51 stocks with each equally - weighted.

There's nothing inherently wrong with breaking away from traditional cap - weighted indexes.

The chart below shows DBC's performance in 2012 against the performance of a front - month «index» I constructed based on single - commodity front - month futures indexes weighted with DBC's current weights.

With nearly 60 % of the MSCI Emerging Markets (EM) Index allocated to three countries (China, South Korea and Taiwan) and over 52 % to two cyclical sectors in (IT and Financials), those investors relying on the index to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighIndex allocated to three countries (China, South Korea and Taiwan) and over 52 % to two cyclical sectors in (IT and Financials), those investors relying on the index to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighindex to gain exposure to Emerging Markets may find that they have also gained an unwanted exposure to the inherent concentration risks ingrained in such a concentrated weighting.

This extraordinarily unique combination of sky - high losses and stock prices diving towards zero created a very unique situation for stock indices: companies with then almost negligible market weights were recording humongous losses.

I can create a well - diversified portfolio of 12 index funds at Schwab with a weighted expense ratio of under 0.25 %.

The underlying index is market - value weighted, with monthly rebalancing and reconstitution.

At the outset, MSCI's initial A-share weighting will be small, with slightly more than 200 stocks added to the index.

Here's how it has fared compared to the SPDR S&P 500 Trust ETF (ticker: SPY), which is a cap - weighted index with $ 229 billion in assets and an expense ratio of 0.0945 %, courtesy of Google Finance:

And if you're an option - seller, either with cash - secured puts or covered calls, then the additional volatility of the equal weighted indices can be turned from a disadvantage into an advantage.

This means stocks with higher share prices have a greater weight in the index.

They can cut risk further with equally weighted stock funds so that no one big company in an index can do much harm if it flops in price or goes bankrupt.

The data we have, both looking at large caps vs mid caps and from looking at equal weighted indices vs cap weighted indices, is that the cap weighted indices that have a bigger focus on larger companies tend to hold up better during market corrections, while the equal weighted varieties with a more balanced large / mid cap spread tend to fall more sharply.

The Manufacturing Purchasing Managers Index is based on five individual indexes with the following weights: New Orders (30 percent), Output (25 percent), Employment (20 percent), Suppliers» Delivery Times (15 percent) and Stock of Items Purchased (10 percent), with the Delivery Times index inverted so that it moves in a comparable direcIndex is based on five individual indexes with the following weights: New Orders (30 percent), Output (25 percent), Employment (20 percent), Suppliers» Delivery Times (15 percent) and Stock of Items Purchased (10 percent), with the Delivery Times index inverted so that it moves in a comparable direcindex inverted so that it moves in a comparable direction.

The lower levels of baseline sugar sweetened drink consumption in the UK compared with the US may in part explain why the effect on obesity that we estimate in the UK is much less than that estimated in the US.12 The differences with respect to other modelling studies may also be partly explained by their use of higher own price elasticity values for sugar sweetened drinks than we have calculated and used here.18 22 52 We can not make direct comparisons between the results of our study and the results of recent studies of the effect of reducing sugar sweetened drink consumption on body weight in children, 5 7 as the relation between energy balance and change in body mass index in children who are growing is different from that in adults.

Quinoa is also naturally gluten - free and has a low glycemic index, therefore can help with your weight - loss (food with high glycemic index makes you feel hungry all the time).

In the online version, CSIRO has collaborated with the Glycemic Index Foundation to bring you a practical eating plan optimised for weight loss and metabolic control.

However, results from both cohort studies52 53 and randomised controlled trials54 55 show that a high intake of dairy products is not associated with an increase in weight or body mass index despite a higher intake of energy.

Range of motion is 37 degrees, impressive for a boot with a 120 flex index and a weight of 3 pounds, 7 ounces.

One study found that women who entered pregnancy with a normal - range Body Mass Index retained less weight if they breastfed for 6 + months, versus those who breastfed less than 1 week, who retained more weight.

There is no definite figure for each woman, and women with a higher body mass index (BMI) are likely going to gain less weight as a result.