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Category: Style analysis

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

StyleBox Analysis Update: Large-Cap Growth Still in the Lead

August 12, 2019 Brian Gilmartin Leave a comment

  After “value” started out 2019 pretty well, outperforming “growth”, large and mid-cap growth have widened the lead again from…

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Posted in: Style analysis, Uncategorized

StyleBox Update: Still all about Large-Cap and Growth

July 4, 2019 Brian Gilmartin Leave a comment

  Because of the cacophony of “overvaluation” cries, it always pays to watch where the momentum is in the equity…

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Posted in: Style analysis

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