The sectors that have the highest concentration in the largest five companies can benefit most from an equal-weight strategy. An equal-weight strategy can reduce concentration risk in portfolios. By weighting each constituent company equally, a small group of companies is not able to have an outsized impact on the index. The five sectors with the [...]...

Valid until the market close on June 30, 2023  The S&P 500 closed May with a monthly gain of 0.25%, after a gain of 1.46% in April. At this point, after close on the last day of the month, two of five Ivy portfolio ETFs — the Vanguard Real Estate ETF (VNQ) and the Invesco DB Commodity Index [...] The post Moving Averages: S&P Finishes May Up...

Direct indexing allows a deeper level of customization that mutual funds and ETFs can’t provide. ETFs are an all-or-nothing proposal wherein the investor gets all the securities within its basket. Direct or personalized indexing, meanwhile, is a separately managed account that attempts to replicate an index. Unlike a mutual fund or an ETF, the investor...

Artificial intelligence and generative intelligence programs, including ChatGPT and the like, have changed the conversation across the market. Massive tech conglomerates have seen their stock prices skyrocket, thanks to the merest mention of plans to adopt the latest in AI services. While the “existential threat” of AI can cloud the conversation, the...

Panasonic, the Japanese tech giant, recently released 2023 earnings and the 2024 fiscal year forecast. The company calls for record net profits in the next twelve months and is the top holding in the KraneShares Electric Vehicles and Future Mobility ETF (KARS). The company reported overall sales growth year-over-year in 2023. However, operating profit...

Strange market right now, huh? All year long, media, asset managers, and banks have touted the risk of a recession and the challenge of rising rates. That hasn’t stopped investors from helping megacap tech names to lift the S&P 500 overall. So what’s the real story? Speculation is driving ongoing interest in crypto, fringy tech, [...] The post...