Post #1981 by musselmant on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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I mistyped:
deletions outperform at first after deletion:

"stocks poised for inclusion in the S&P 500 tended to outshine the broader index by about 2.6% in the two-week run-up to their addition. However, once officially added, these stocks often fell short of the index and on average they underperformed by 4.7% over the next 12 months.
Conversely, companies on the verge of removal experienced an initial downturn, selling off before their actual exclusion. Yet, once removed, these stocks frequently started to recover, outpacing the index by nearly 5% on average in the following six months and by almost 16% over the next 12 months."

https://www.wisdomtree.com/investments/blog/2024/0...

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