Sector Sovereignty: Exploring the Reign of Moat Stocks by Investing Sector
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Sector Sovereignty: Exploring the Reign of Moat Stocks by Investing Sector

As a curious fellow, at the end of each year I run through an exercise with the Russell 1000 Index. The numbers you see below are as of 12/29/2023. There are two points to conducting this exercise. The first point is to see if the best stocks over the last 10 years have been ones…

Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies
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Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies

Anyone that paid mild attention to the news in 2023 has an idea where this post is going. From the half way point on the 2023 calendar it became clear what was driving the major indexes – the ‘magnificent seven’ stocks. Those stocks being – Apple, Microsoft, Meta, Google, Nvidia, Tesla and Amazon. Before we…