Who Says Indices Aren’t Actively Managed?

Who Says Indices Aren’t Actively Managed? - Blog - Blue Chip Partners - MattMondouxRound_(2)From the desk of Matt Mondoux, CFA, CMT, CFP®

The Dow Jones Industrial Average (the “Dow”) experienced a significant rebalance today. Raytheon and ExxonMobil, two of the longest tenured members of the index dating back to the 1930’s, and pharma giant, Pfizer, have been removed. Replacing those three are Salesforce, Amgen and Honeywell – which due to the price weighted calculation of the Dow are now all in the top 10 holdings. Who says indices aren’t actively managed?

Blue Chip Partners Quarterly Edge [Q3 2021]

Welcome to the third quarter. The sun is shining, the smell of grass clippings abounds, and the grills are fired up. As we digest the mixed signals we are receiving as local economies rise from the ashes, we have identified three key themes to watch in the third quarter of 2021...

Speculating Vs. Investing: Know The Difference

Notice a change recently in the financial media? Make no mistake, the headline names may have changed, but fads in investing are nothing new. It’s important to understand the difference between investing and speculating.

Shedding Light on Future Economic Developments [Market Analysis]

Like our local weatherman, we can't rely on crystal ball forecasts. While meteorologists use doppler radar, satellites and other data sources to predict the weather, we look to the stock market and historical data for clues. So, we aren't left completely in the dark about future economic developments.

Outperforming the S&P 500 in 2020

 From the desk of Dan Seder:   Are We There Yet? When researching family vacations, I determined it’s precisely 1,169 miles from my house to Disney World in Orlando, Florida. If we pack a cooler and take one bathroom break...

Healthy Consolidation in Technology

From the desk of Dan Seder Sector rotation is the lifeblood of a bull market. Cyclical sectors like Financials, Energy, Industrials and Materials have recently caught a bid, while Technology has taken a breather. However, don’t let this...

The "Big Company" Effect

From the desk of Dan Seder, CFA, CMT, CFP® The S&P 500 was up over 2% yesterday…with more than half of its constituents declining! What a reminder of how a small number of HUGE companies can influence a market cap‐weighted...

Consumer Strength

From the desk of Dan Seder Discretionary stocks have outperformed the S&P 500 Index since the stock market bottomed on 3/23/20. It’s easy to attribute this rally to Amazon’s +22% stake in the market cap-weighted Consumer...
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