Post #5393 by mapg on the Mechanical Investing board

Investment Strategies / Mechanical Investing

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No. of Recommendations: 6

What is the best LTBH choice holding only one instrument type?

At least average market return with below average risk especially during recessions and other events.

My latest choice to date.

iShares Russell Top 200 ETF (IWL)
Performance and risk
Gross Expense Ratio: 0.15%

Month-End Average Annual Total Returns And Risks
As of 03/31/2026

Average  NAV     Market  Benchmark  Market     Alpha    R2      Beta   Standard     Sharpe
         Return  Return  Index      Benchmark                          Deviation    Ratio
                         R3000TR    SP500TR
1 Year   18.06%  17.90%  18.09%     17.80%      (0.43)   98.53   1.06        10.96      1.21
3 Year   19.51%  19.48%  17.86%     18.32%        1.09   98.45   1.00        12.09      1.15
5 Year   12.54%  12.49%  10.87%     12.06%        0.43   99.10   1.00        15.37      0.62
10 Year  14.87%  14.85%  13.72%     14.16%        0.68   99.18   1.00        15.02      0.85
Life     13.91%  13.94%  13.34%     13.66%     --       --      --     --           --

All Life of Fund returns are as of 09/22/2009. Market returns are based on the closing price on the listed exchange at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times.

GD_

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