Tag Archives: S&P 500 Industrials
Sizing Sectors
After peaks in S&P 500® concentration, the S&P 500 Equal Weight Index has tended to outperform, suggesting that there is a relationship between changes in concentration and the relative performance of equal weighting. But, does this relationship also occur at the sector level? Using the historical adjusted HHI (Herfindahl-Hirschman Index), we’ve previously established that concentration…
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2022, Anu Ganti, concentration, equal weight, Equal Weight Sectors, HHI, IIS, Index Investment Strategy, institutional investor, S&P 500 Energy, S&P 500 Equal Weight, S&P 500 Information Technology, S&P 500 Materials, S&P 500 Sectors, sector, sector concentration, sectors, U.S. Equities, U.S. sectors
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- 2022, Anu Ganti, concentration, equal weight, Equal Weight Sectors, HHI, IIS, Index Investment Strategy, institutional investor, S&P 500 Energy, S&P 500 Equal Weight, S&P 500 Information Technology, S&P 500 Materials, S&P 500 Sectors, sector, sector concentration, sectors, U.S. Equities, U.S. sectors
Contemplating Concentration
After the exceptional performance of large-cap stocks in recent years, concentration concerns naturally come to mind. There are many ways to measure concentration. A simple method is to add up the weight of the top names, but the drawback with this approach is it doesn’t incorporate all the constituents in an index. The Herfindahl-Hirschman Index…
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What Is in Store for S&P 500® Dividends? Only Time and the Pace of Recovery Will Tell
In the first half of 2020, the total amount of dividends paid out by S&P 500 companies rose 5.1% on a year-over-year basis (see A YTD History of S&P 500® Dividend Increases, Cuts, and Suspensions). However, the forward declarations for Q3 2020 show a decline. With 84% declared for July 2020, the month is poised…
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