Cap-Weighted vs. Equally Weighted S&P 500 ETFs – Which is Better?

By Herb Blank Research Affiliates and Dimensional Fund Advisors have been among the esteemed research and investment firms proclaiming that equally weighted portfolios will deliver superior performance to portfolios weighted by market capitalization also known as cap-weighted. This article explores to what extent that has been true in recent years. IVV is the iShares S&P … Read more

ValuEngine Weekly Update 03/27/2020

Markets continue with very high volatility. But at least this week there have been several days of strong recovery, including the strongest daily return for the Dow since 1933. This post is written Friday morning, and is based on Thursdays closing prices. The worst of the corona virus is not yet here, and there is … Read more