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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: mungofitch 🐝🐝🐝 SILVER
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Number: of 12397 
Subject: Re: how to acheive equal weight index?
Date: 12/09/2023 6:16 AM
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No. of Recommendations: 8
You can closely approximate equal weight with 30% S&P 500 and 70% mid-cap.

Interestingly, even with only 30% in the S&P 500 you'd have 7.47% of your whole portfolio allocated to the 5 largest market-cap names in the S&P 500.
(versus 1% in an all-S&P-500-equal-weight portfolio)
Pretty remarkable market concentration these days.

Jim
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