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 (11) |
Author: rayvt ✧☼🐝  😊 😞
Number: of 6131 
Subject: Re: Trends and Ranks 17-Apr-26
Date: 04/22/26 5:31 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
The S&P200 cannot be backtested on GTR1, but the S&P100 can {!S1T}. From Sept 1989 thru last November its returns and risk metrics are basically indistinguishable from the S&P500. I can't imagine that taking the top 200 instead would make much difference.

The top 100 stocks are 74.4% of the weight.
The top 200 are 87.4%.

The remaining 303 total only 12.6%. They might as well not be there. The top 200 are going to account for nearly all of the S&P500 performance.

One of our prolific posters once said that if you want to have performance that is different than the index you have to have a set of holdings that is different than the index.

iShares Russell Top 200 ETF (IWL) is just the industry coming up with a good story to rope people in.
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 6,106 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 (11) |


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

Ticker or Board Name Author

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