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You are here: Home / Archives for indexes

461 Plus: Updated Expected Returns, Index Rebalancing, and Portfolio Questions

January 13, 2024 by David Stein · Updated January 26, 2024

In Plus episode 461, we review the changes to the Money for the Rest of Us Plus expected return assumptions and discuss the resources available on the site for modeling portfolios using the return assumptions. We answer a question on how stock index providers, such as S&P, handle share count changes for determining the weighting of a holding within the index. Finally, David answers some questions on his portfolio, including a review of the asset category ranges he has had for the past … [Read more...]

Filed Under: Money Plus Tagged With: asset allocation, asset allocation assumptions, expected returns, index rebalancing, indexes, preferred stocks

443: Five Surprising Insights About Stock Indexes and Funds

August 9, 2023 by David Stein · Updated August 31, 2023

Some insights only come by having the right tools. We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead. Topics covered include: How index providers divide the stock universe into large and small, growth and value The difference between the price-to-earnings ratio and earnings yield and which is better How earnings volatility can impact annual earnings growth and what to use to estimate future earnings How … [Read more...]

Filed Under: Podcast Tagged With: earnings, earnings growth, indexes, price-to-earnings ratio, stock indexes

247: More Indexes, ETFs and Manager Skill, but Less Alpha

April 3, 2019 by David Stein · Updated May 20, 2021

How the increase in indexing is leading to the creation of more stock indexes, most of which are used by active managers. How more indexing makes it more difficult for active managers to outperform even though managers are getting more skilled. In this episode you’ll learn: Why there are so many more stock indexes than stocks.Who are the major index players and how do they decide what to include in an index.Why it is important to understand how an index is constructed.Why more … [Read more...]

Filed Under: Podcast Tagged With: ETFs, exchange-traded funds, indexes, investment manager, MSCI, skill

234: Index But Don’t Herd

December 18, 2018 by David Stein · Updated June 8, 2022

How and when to use passive indexing strategies without following the crowd. Photo by Davide Ragusa In this episode you’ll learn: How big is indexing and why has it taken so long to catch on.What areas has active management done well.What are ways we can index without following the crowd. Show Notes Jeffrey Gundlach says passive investing has reached a 'mania' – investors should avoid index funds - CNBC Passive investing continues to captivate global audience - … [Read more...]

Filed Under: Podcast Tagged With: active vs passive investing, asset bubbles, Bogle (John C.), bubbles, FAANG stocks, fees, index funds, indexes, indexing, indexing bubble, passive investing

159 Plus: A Few Stocks Usually Drive Benchmark Returns

May 27, 2017 by David Stein · Updated May 24, 2021

This week May 27, 2017 on Money For the Rest of Us Plus we profile a recent study by Ned Davis Research that shows in most years a handful of stocks contribute to more than 50% of returns for market capitalization indices such as the S&P 500 Index and the NASDAQ 100. We also discuss a member's asset allocation for an inherited investment account. Finally, we discuss whether buying a home is an investment. … [Read more...]

Filed Under: Uncategorized Tagged With: home equity, home purchase, indexes, market capitalization, member portfolio review

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