Achieving better portfolio balance

Photo of Tom Wickenden
Written By Tom Wickenden
Photo of Tom Wickenden

Tom Wickenden

Tom Wickenden works as an investment strategist in Betashares investment strategy and research team. Tom is responsible for supporting both the sales and marketing teams across Betashares’ wide range of funds including all major asset classes. Prior to Betashares Tom worked in an accounting firm in London specialising in the fields of audit and forensic accounting. Tom has a Bachelor of Commerce majoring in Economics and Accounting from the University of Sydney and is currently a level 3 CFA candidate.

Markets

6 November 2024

1 minutes reading time

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In January 2003, S&P Dow Jones Indices (S&P DJI) launched the world’s first equal-weight index, the S&P 500 Equal Weight Index. Since that time, despite its simplistic nature and in the face of recent mega-cap strength, the Index has outperformed its parent S&P 500 Index.

In the context of a US equity market experiencing the highest levels of concentration in over 50-years and record flows globally into S&P 500 Equal Weight Index ETFs. We discuss the short-and long-term drivers of the index’ outperformance and the investment implications of using an equal weight strategy in a diversified portfolio.

Read more here.

Photo of Tom Wickenden

Written By

Tom Wickenden
Investment Strategist
Tom Wickenden works as an investment strategist in Betashares investment strategy and research team. Tom is responsible for supporting both the sales and marketing teams across Betashares’ wide range of funds including all major asset classes. Prior to Betashares Tom worked in an accounting firm in London specialising in the fields of audit and forensic accounting. Tom has a Bachelor of Commerce majoring in Economics and Accounting from the University of Sydney and is currently a level 3 CFA candidate. Read more from Tom.
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