With Tesla being added to the S&P 500 index effective December 21, investors might want to consider alternatives to their core index fund holdings. The main pitfall of a market value-weighted index is ...

When it comes to investing, two common methods of portfolio construction and index strategies are value-weighted and ...

Most investors reach for a broad, market-value-weighted bond fund to fill the bond portion of their portfolio. While no weighting approach is perfect, market-value weighting often provides the most ...

Banking is consolidating, with no more place for the little guys - at least not a meaningful one. A value-weighted ETF tracker of financials makes sense as the big guys see outsized benefits from ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

On July 3, 1884, Charles Dow created the world’s first stock index, the Dow Jones Transportation Average Index (DJTA). It was a revolutionary idea at the time. By compiling 11 transportation stocks ...

After a stellar last week for the market-weighted S&P 500, its counterpart is getting some love. The S&P 500 reached a record close on Friday, bolstered by a handful of growth technology names such as ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

Vanguard Mortgage-Backed Securities ETF VMBS is a great choice for exposure to the agency mortgage-backed securities market. It is tough to beat broadly diversified exposure to this conservative area ...

Equal-weight funds offer similar long-term returns as cap-weighted but higher volatility and expense ratios. Equal-weight strategy avoids over-concentration in large cap stocks, reducing bias toward ...

Analysts at Goldman Sachs recently published a gloomy 10-year outlook for the S&P 500 (SNPINDEX: ^GSPC). According to their ...