Tag Archives: equal weights

Mar 23, 2018

Why Your Interest In Weights Should Rise With Rates

Historically as interest rates have risen, equities have done well.  As illustrated in this post, since 1971, the S&P 500 (TR) has gained about 20% on average in rising rate periods, has gained 8 of 9 times and has gained nearly 40% twice with less than a 4% loss for its worst rising rate period.  Also shown…

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