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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC 🐝  😊 😞
Number: of 15058 
Subject: OT: Invesco on Equal Weight
Date: 04/28/2025 7:47 PM
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Animal Spirits guys interview with a chap from Invesco. All the RSP talk is in the first few minutes.

https://awealthofcommonsense.com/2025/04/talk-your...

TL;DL Invesco rep says possible performance improvement of RSP is explained by its tilt to Fama-French small and value factors.
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Author: AdrianC 🐝  😊 😞
Number: of 15058 
Subject: Re: OT: Invesco on Equal Weight
Date: 04/29/2025 10:25 AM
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If anyone listens, can you confirm Ben Carlson saying RSP outperformed S&P500 by 70%?

https://stockcharts.com/freecharts/perf.php?SPY,RS...

What am I missing?
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Author: mungofitch 🐝🐝🐝🐝 SILVER
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Number: of 15058 
Subject: Re: OT: Invesco on Equal Weight
Date: 04/29/2025 11:08 AM
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If anyone listens, can you confirm Ben Carlson saying RSP outperformed S&P500 by 70%?
https://stockcharts.com/freecharts/perf.php?SPY,RS...
What am I missing?


I didn't check what he said, but it does sound suspicious. The only possible explanation is a different date range??

But some of the figures on that web page sure look dodgy. It says the smallest 50 stocks in the S&P 500 outperform the largest 50 by 4.9% annually. Though different date ranges will give different conclusions, I'm not sure what dates they were looking at. I would expect something on the order of 0.43%/year 1997-2024 (last 28 years), less than a tenth as much.

Jim
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