Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


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.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (28) |
Author: rayvt 🐝  😊 😞
Number: of 6132 
Subject: Re: Long time reader, infrequent poster
Date: 10/13/25 12:04 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Do you have the data to backtest your VONG?

No I don't.

This was really a gut decision. Large cap & growth & large cap growth have been very profitable asset classes for a long time. That in itself deserves a close look. I remember a Ken Fisher column in Forbes about 30 years ago which said that large cap was the best class.

I figured that since the top 10 holdings are the bulk of the total weighting that they drive the return and the other 350+ stocks are also-rans and are responsible for very little of the returns.
The #11 company is only 1.7% weight.

(Heh, when I was looking just now one of the sidebar links was "4 months ago - VONG: Not The Time To Bet On Growth - Seeking Alpha". VONG is up 14.62% in that time.)

The first time I bought the top 10 in the same relative weighing. That was a PITA.

And Jim keeps saying that equal weight is better. So the next time I just went equal weight.

I use a similar screen using NAS100 but I would like to expand the universe.

It's the same top 10 holdings. Russell 1000, VONG, S&P500, QQQ ...... all have about the same top 10 stocks.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to rayvt here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (28) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community