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Rotating Between Growth And Value: The S&P 500® Growth Value Rotator Index
Growth and value are two investment styles based on fundamental analysis.
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The Calm That Was
Through the end of July, equities had netted a nice gain for 2019 though the picture looks a lot different so far in August.
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Size Matters For Active Large-Cap Fund Performance
Over the 15-year period ending March 31, 2019, the biggest 25% of active large-cap equity funds managed about 90% of all the assets under management (AUM) held in active large-cap equity funds.
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Potential Applications Of The Low Volatility High Dividend Concept In Brazil
Historically, the percentage of dividend payers in Brazil has ranged between 71% and 87%, making it a propitious environment for implementing dividend-focused strategies.
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Beyond Equal Weighting: Reverse Cap Weighting The S&P 500
Consistently outperforming the S&P 500 is difficult. The S&P Dow Jones Indices SPIVA report shows that less than 18% of funds outperformed the S&P 500 over the five-year period ending 12/31/2018.
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Defensiveness Of The Credit Strength Strategy In U.S. Corporate Bonds
Both investment-grade and high-yield credit strength portfolios tend to outperform (underperform) the broad market when the credit market falls (rises).
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STOCKS I FOLLOW

BXUB Barclays Bank PLC
BXUC Barclays Bank PLC
CAPX Elkhorn S&P 500 Capital Expenditures Portfolio ETF
EPS WisdomTree Earnings 500 Fund
FTA First Trust Large Cap Value Opportunities AlphaDEX Fund
IVE iShares S&P 500 Value Index Fund
IVV iShares S&P 500 Index Fund
IVW iShares S&P 500 Growth Index Fund
PPLC PortfolioPlus S&P 500 ETF
RPG Guggenheim S&P 500 Pure Growth ETF
RPV Rydex S&P 500 Pure Value ETF
RSP Rydex S&P Equal Weight ETF
RYARX Rydex Series Fds Inverse S&P 500 Strategy Fund
SDS ProShares UltraShort S&P500
SH ProShares Short S&P500
SPDN Direxion Daily S&P 500 Bear 1X ETF
SPLX UBS ETRACS M Reset 2xLvg S&P 500 TR ETN
SPUU Direxion Daily S&P 500 Bull 2X ETF
SPVU PowerShares S&P 500 Value
SPXE ProShares S&P 500 ex-Energy
SPXL Direxion Daily S&P500 Bull 3X ETF
SPXN ProShares S&P 500 ex-Financials
SPXS Direxion Daily S&P500 Bear 3X ETF
SPXT ProShares S&P 500 ex-Technology
SPXU ProShares Trust
SPXV ProShares S&P 500 ex-Health Care
SPY SPDR S&P 500
SPYG SPDR Portfolio S&P 500 Growth ETF
SPYV SPDR Portfolio S&P 500 Value ETF
SSO ProShares Ultra S&P500
UPRO ProShares UltraPro S&P 500 ETF
VFINX Vanguard Index Trust 500 Index Fund
VOO VANGUARD FIVE HUNDRED INDEX
VOOG Vanguard Admiral Funds Inc
VOOV Vanguard Admiral Funds Inc
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