Weekly Report: what happened at SIZE last week (0715-0719)?

Fresh Thinking On Active Investing In U.S. Large-Cap Stocks

Home Investing Strategy Portfolio Strategy Fresh Thinking On Active Investing In U.S. Large-Cap Stocks. Tony DeSpirito challenges conventional thinking that alpha-seeking investors should avoid large-cap stocks. The top stock by market cap in the S&P 500 is larger than the entire small-cap universe.

Weekly Report: what happened at SIZE last week (0708-0712)?

Weekly Report: what happened at SIZE last week (0701-0705)?

Weekly Report: what happened at SIZE last week (0624-0628)?

Taking Stock: Q3 2024 Equity Market Outlook

Home Investing Strategy Portfolio Strategy Taking Stock: Q3 2024 Equity Market Outlook by Tony DeSpirito. U.S. Stocks held onto gains in the second quarter, even as concerns over stubborn inflation, strong economic data and reduced expectations for Fed rate cuts. Bigger dispersion as earnings growth is the catalyst for increased stock-level dispersion.

Weekly Report: what happened at SIZE last week (0617-0621)?

Weekly Report: what happened at SIZE last week (0610-0614)?

iShares MSCI USA Size Factor ETF declares quarterly distribution of $0.4232

IShares MSCI USA Size Factor ETF declares quarterly distribution of $0.4232. Payable Jun 17; for shareholders of record Jun 11; ex-div Jun 11. IShares Msci USA size factor ETF (SIZE) expected to pay out dividend on Jun 13, 2024.

Weekly Report: what happened at SIZE last week (0603-0607)?

Weekly Report: what happened at SIZE last week (0527-0531)?

Weekly Report: what happened at SIZE last week (0520-0524)?

Weekly Report: what happened at SIZE last week (0513-0517)?

Weekly Report: what happened at SIZE last week (0506-0510)?

The More Things Stay The Same

Home Market Outlook Today's Market The More Things Stay The Same. The global economy has changed in many ways over the past 30 years. US large cap growth has been the runaway outperformer over this time period. Diversification, Risk and Return is the key to a successful portfolio.

Large-Cap Growth: Managing Risk And Seeking Consistent Returns

Home Investing Strategy Portfolio Strategy Large-Cap Growth: Managing Risk And Seeking Consistent Returns. William Blair’s Large Cap Growth strategy combines a disciplined focus on risk with an outsized factor factor approach. Large-cap passive funds do not have the ability to address the risks associated with their exposure to the largest index constituents.

Weekly Report: what happened at SIZE last week (0429-0503)?

Weekly Report: what happened at SIZE last week (0422-0426)?

iShares MSCI USA Size Factor ETF: Current report

Weekly Report: what happened at SIZE last week (0415-0419)?