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Category: Style analysis

Style-Box Update, Small-Cap and High-Yield, and Sector Returns

May 31, 2020 Brian Gilmartin Leave a comment

  Nothing has really changed yet in terms of “style-box” returns with Growth outpacing Value and Large-Cap beating Small-Cap. Late…

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Posted in: High-Yield Credit, HYG, Style analysis

Style-Box Update, Top 10 SP 500 Mkt Cap Weights and Staying Positive

March 29, 2020 Brian Gilmartin Leave a comment

  Normally, the “Style Box Update” is done mid-quarter and then the last day of the quarter, but Tuesday might…

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Posted in: Joel Greenblatt, Style analysis, Top 10 Market Cap Weights

SP 500’s Top 10 Stocks and Style Box Update

February 16, 2020 Brian Gilmartin Leave a comment

These used to be the Top 10 names by market cap in the SP 500. Procter & Gamble and Visa…

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Posted in: Style analysis, Top 10 Market Cap Weights

Style Box Update – Mid-November ’19

November 15, 2019 Brian Gilmartin Leave a comment

Here is our twice-quarterly style box spreadsheet for readers. To preface the content, using iShare ETF’s for style-box returns, Value…

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Posted in: Style analysis

Style-Box Update: Only SmallCap Value is Outperforming Growth (Thus Far)

September 29, 2019 Brian Gilmartin Leave a comment

  This “style box” update is refreshed every 6 weeks for readers so that the various market caps and styles…

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Posted in: Style analysis

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Fundamentalis

  • SP 500 Weekly Earnings Update: Higher Forward Revisions Thanks to Financials
  • Big Week for Financial Sector Earnings Reports: Here’s a Quick Preview of a Few Names
  • SP 500 Weekly Earnings Update: Forward Estimate now $183. Average 2020/2021 Together to Get Read on Growth Rates.
  • Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21
  • SP 500 Weekly Earnings Update: New “Forward 4-Qtr Estimate” is $180 (ish)

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