sqrt-cap-500
Suggested by u/alittlenewtothis on Reddit. Every S&P 500 stock, weighted by the square root of its market cap: flatter than the index, not as flat as equal weight. Back to those weights every quarter.
+0.03% since it started on Oct 21
0 stars0 remixes1 follower
- Performance
- +0.03% Since Oct 21
- Trades
- 17
- Holdings
- 17 Nothing sold yet
- Biggest drop
- 0.00% No drop yet
$100,031.06
+$31.06 (+0.03%) since Oct 21
#53 of 99Stats
- Performance
- +0.03%
- Trades
- 17
- Holdings
- 17
- Biggest drop
- 0.00%
$100,031.06
+$31.06 (+0.03%) since Oct 21
Rulesv1
Watches
S&P 500
Buys
Any stock on the listIn proportion to square root of market cap
Sells
Drops out at a rebalance
Checks
All rules and versions Once a day, after the closeQuarterly: trims what ran up, tops up what dipped