Equity Positions Weight
Asset symbol is not found or was delisted
Indicator Description
Stock Percentage | = | % of Equities | in the fund |
Equity Positions Weight In A Nutshell
The importance of this comes into play more with the funds that try to imitate other market areas. If the fund is trying to return against a benchmark following the financial sector, you would want to see weighting mostly in finance stocks and positions. Within that, you want to make sure that it is not overly weighted into one bank or financial company, because that would be the same as putting all of your eggs into one basket. So before you invest in a fund, take a look and see what makes it up and ensure you agree with it.
Many of you I’m sure have either looked at mutual funds and ETF’s or invested in them for various of reasons. It could have been you enjoyed the returns and low expense ratios, but have you ever looked and reviewed what the funds hold. Equity position weight is the weighting of the equities that make up the fund that is being invested in. For example, when you look at a fund that tracks the S&P 500, you would expect to see that fund have similar weighting to that of the S&P 500, and you can review this for yourself.
Closer Look at Equity Positions Weight
This is extremely important to look at because you don’t want to have the fund manager jeopardize the fund by investing incorrectly. Of course this will rarely happen, but you need to watch the manager because they are ultimately the ones generating the yes or no to add and eliminate positions in the fund. Not only that, you want to be sure you agree with the positions because if you don’t then there is not point in investing in that particular fund. You can find holdings on almost any site and review them, comparing against others. Find the one that fits best and go from there.
Other Suggestions
S | SentinelOne | Company |
SOJC | Southern Co | Company |
SBI | Western Asset Imf | Fund |
SH | ProShares Short SP500 | ETF |
SML | SP Small-Cap 600 | Index |
SC | SC | Cryptocurrency |
SIUSD | Silver Futures | Commodity |
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Trending Themes
If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.FinTech Invested over 70 shares | ||
Manufacturing Invested over 40 shares | ||
Automobiles and Trucks Invested over 200 shares | ||
Banking Invested over 30 shares | ||
Investor Favorites Invested few shares | ||
Other Complementary Tools
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |