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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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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Baybrooke ✸  😊 😞
Number: of 21938 
Subject: OT: Fortune 500 Equal Weight
Date: 04/08/24 12:04 AM
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No. of Recommendations: 8
This is an interesting twist on RSP. I wasn't aware until recently that there is a Fortune 500 equal weight ETF available.

Fortune 500 are the biggest US 500 by revenue, not biggest by market cap like the SP500.

There are 454 holdings since not all Fortune 500 are publicly listed and private companies can't be included. On average, 120 constituents in this index are not found in SP500 which I thought was a surprisingly high number. Has apparently outperformed RSP by 100 basis points since 1996. Expense ratio is 0.2 which is the same as RSP.

For equal weight allocation, any reason to prefer this over RSP?

Overview
doubleline.com - Fortune equal weight ETF

FAQ
doubleline.com - DoubleLine Fortune Equal Weight Strategy FAQ
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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