Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

I’d argue that market-cap-weighted indexing ticks all these boxes. But while there’s a lot to be said for letting Mr. Market do most of the heavy lifting for you, there’s no guarantee there won’t be ...

In this blog, we will analyze the revenue-weighted index methodology, the short- and long- term performance, style tilts and sector composition. The revenue-weighted indices overweighted Consumer ...

The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) was launched on 03/21/2012, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Growth ...

With so much coverage of Nvidia and other large tech-oriented companies that sit atop the S&P 500, and the incredible popularity of exchange-traded funds that track the U.S. benchmark index, you may ...

2022 was a difficult year for equity investors as rising interest rates, increasing geopolitical risks and slowing economic growth put downward pressure on equities. However, factors such as dividend ...