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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15060 
Subject: Rationalwalk on Equal Weight
Date: 04/18/2024 7:02 AM
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No. of Recommendations: 11
Since this comes up a lot, and Rational has just made all his articles free:

The S&P 500 is dominated by the "magnificent seven" which creates significant concentration risk. The S&P 500 equal weight index offers a possible alternative.
https://newsletter.rationalwalk.com/p/s-and-p-500-...

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Author: Engr27   😊 😞
Number: of 15060 
Subject: Re: Rationalwalk on Equal Weight
Date: 04/18/2024 10:55 AM
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No. of Recommendations: 5
If we think of SPY and RSP as being two endpoints of an interval, then perhaps the optimal allocation (for a given person) is an intermediate point in that interval. For example, 40% SPY and 60% RSP.
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Author: tecmo ⎊  😊 😞
Number: of 15060 
Subject: Re: Rationalwalk on Equal Weight
Date: 04/18/2024 10:58 AM
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No. of Recommendations: 2
If we think of SPY and RSP as being two endpoints of an interval, then perhaps the optimal allocation (for a given person) is an intermediate point in that interval. For example, 40% SPY and 60% RSP.

Since the weighting is so concentrated, just buying RSP and then each of the 7 stocks in whatever weight makes you happy seems even easier.

tecmo
...

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Author: ciao8 ✭  😊 😞
Number: of 15060 
Subject: Re: Rationalwalk on Equal Weight
Date: 04/18/2024 11:34 AM
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No. of Recommendations: 12
Nice article,
The 20+ yr comparison of RSP vs S&P and breakdown of the 11 sectors.

My take on comparisons, {VERY ROUGHLY}switching now from SPY to RSP would DOUBLE my exposure to REAL ESTATE,MATERIALS,UTILITIES, & INDUSTRIALS while HALFING my exposure to COMMUNICATIONS SERVICES & INFORMATION TECHNOLOGY while leaving exposure to the remaining 5 sectors unchanged.

Is this change in exposure really what I want to do?

ciao
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