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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mapg ✭x2  😊 😞
Number: of 6131 
Subject: Mid Year Eq-Wt LT Performance
Date: 07/25/24 2:11 PM
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No. of Recommendations: 6
Mid Year                                     
Equal Weighted Long Term Performance & Risk  
Name                                             INVESCO         ISHARES        DIREXION         INVESCO       FIRST TRUST
                                                 S&P 100        MSCI USA       NASDAQ-100        S&P 500         DOW 30
                                             EQUAL WEIGHTED  EQUAL WEIGHTED  EQUAL WEIGHTED  EQUAL WEIGHTED  EQUAL WEIGHTED
Symbol                                            EQWL            EUSA            QQQE             RSP            EDOW
 
Issue type                                         ETF             ETF             ETF             ETF             ETF
Market price                                     $96.60          $90.57          $87.54          $168.98         $34.30
                                               Jul-25-2024     Jul-25-2024     Jul-25-2024     Jul-25-2024     Jul-25-2024
 
Market total return (1 year)                     18.41%          13.77%          16.35%          11.60%          13.35%
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Market total return (3 years)                    7.66%           3.08%           4.03%           4.66%           4.98%
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Market total return (5 years)                    13.23%          10.03%          13.96%          10.75%          8.64%
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Market total return (10 years)                   11.65%          9.53%           13.12%          9.76%             --
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Premium / discount (1 year avg.)                 0.02%           0.02%           0.01%           0.01%           -0.02%
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Beta (month-end 3 years)                          0.92            1.01            1.06            0.97            0.86
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Standard deviation (month-end 3 years)           17.08           18.86           19.81           18.34           16.89
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Sharpe ratio (month-end 3 years)                  0.32            0.07            0.13            0.15            0.18
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
Alpha (month-end 3 years)                        -1.72           -6.45            -5.7           -4.73           -3.75
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024
 
R2 (month-end 3 years)                           92.88           91.28           91.03           88.66           83.37
                                               Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024     Jun-30-2024


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