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I’ll stick with OG because the beauty of cap weighted is that cream floats and turds sink . Equal weight makes the system fail. Excellent analysis as usual.
I had the same thought. "So, if Apple rises the fund will sell it and buy more Nikola even as it plunges towards oblivion? Is that correct? Run that by me again ... on second thoughts, dont bother."
@@nighttrain1236 Too late. They bought it as it fell bought more the more it fell then sold just before oblivion or maybe after the hIndenberg report. I dont regard that as a winning strategy LOL
@@Joe-lb8qn The flip-side is you aren't buying into overvalued stocks and selling when they crash. The mega-caps come and go over the long run in the S&P 500. Concentration doesn't last. A similar performance to the cap-weighted S&P 500 since 1994 is quite interesting. This smoothes out the S&P performance over the long run (vs cap-weighted) albiet at a slight cost penalty.
For simplicity's sake, are there no ETFs or funds which just track the bottom 50% or 75% (or other proportion) of the S & P 500? That would hardly be a small-cap tracker - the lowest market cap in the 500 is $15B. Any suggestions?
Awesome video. It might be worth adding a caveat that when you speak of the S&P500 and mention the "smaller companies", you're really talking about huge companies but not as huge as the M7. Given you have the S&P400 and S&P600 which represent the mid cap and small cap companies, people might get confused when they hear the words "smaller companies" mentioned in the video. Bottom of the S&P500 is still above (in size) the mid caps otherwise they wouldn't have made it into the S&P500 index 😉
I feel i missed the boat with Nivada and maybe Taiwan semiconductors, what do you think about the iShares iShares MSCI Global Semiconductors UCITS ETF Acc GBP for a 5 year hold? Is it likely to out do the S&P500?
It's better than equal weighterd or cap weighted SP500. Lower volatility but similar long term growth. Does better during market crashes. SP500 with its M7 has done better in recent years though.... but that in general likely means that it will do worse in the future cause it's more overpriced.
All very interesting and useful but I have one big anxiety about my investments and that is the US National Debt of $34 trillion rising every second by 100s of thousand and I'd love to have a video on that topic. There's so many frightening predictions out there coupled with the soaring price of gold. A weighty video from you might help calm my and other's fears.
Only if the stocks with the highest caps continue to grow at the highest rate. It's possible that the gulf between the mega-caps and the rest won't continue to grow.
Probably, because you'd have a bigger percentage of the top few mega tech companies. The big question is whether that strategy will work for the next 5 years.
I'd like to see a fund weighted linearly by a simple rank of market cap. Seems like it would be a nice middle ground between equal weight and that sheer exponential curve.
This is my “personal” take. 1) I invest in a market weighted fund because my entire portfolio is tied up in my sipp in vanguard. They don’t offer equal weighted. 2) personally I won’t mind having an equal weighted index fund but it’s way too much effort at this point. 3) like ramy mentioned, they’re magnificent for a reason, relying on market weighted index fund is like saying to the world, here’s my money, may the best companies receive it.
I don't see why anyone Long term would pay more to go for an active fund e.g. equal weighted when 96% do not beat the low cost index tracker. So most people should steer clear of their - even you don't seem to use equal weighted funds?
The returns / performance over the last year of the many equal weighted ETFs varies enormously, even though they all charge 0.2%. Why? FX fees? Reinvestment of dividends? Or just poor tracking of small illiquid stocks?
Surely with equal weighting, you'd have lost out on the big returns since about 2009. And you'll still own more of the shares that are performing badly
The big challenge at the moment for US denominated EFS at the moment is the very strong momentum of the £ vs the $. Despite the S&P hitting all time highest UK based ETFs like VUAG are lower per share due to the strong £. It looks like the £ is going to continue strengthening for a while at least.
Great analyses as usual, many thanks. It seems to me equal weighted 500 is essentially a diversification play essentially. I loved it you said in the film only 3 ofvthe mag 7 survived (this comes to me every time i hear the phrase!)
So if a share is rising the fund sells to maintain equal weighting and if it’s falling then I have to buy more to maintain weighting. Hmmmm…. Sounds like a flaw to me
Absolutely no just for the simplicity of a low cost cap weighted total market index that lets the best companies rise to the top without doing a damn thing on your part.
How would people feel about a hedge by investing equally in both the Market Cap and Equal Weighted versions of the S&P500? I never considered this and wondered what people think? Could this be a good strategy to gain a good average across both regardless of which version outperformed in a given year?
An Equal Weighting fund, kind of enables you to have a quasi small cap type tracker fund. Too risky.... me thinks. Just go for the S&P 600 which has a quality threshold.
Give it a few weeks and there will be another sponsor. If Ramin says he moved his core holdings to another platform,I would seriously look. Until then, just ignore it and stick to the main uk platforms. I can recite the free trade pitch word for word without notes, the Saxo spiel is almost there too. Time for a new sponsor!!
@@coderider3022 lol exactly what I was thinking! He doesn’t use Saxo and didn’t use Freetrade. He uses Trading 212 and who can blame him Saxo £3 per trade V Trading 212 £0 per trade, Saxo 0.25 FX fee V Trading 212 0.15 FX fee.
