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Equal Weight ETFs: Hidden Upside in Today's Market
MarketBeat· 2025-08-23 16:11
Core Viewpoint - Investors are encouraged to look beyond traditional benchmarks like the S&P 500 and Nasdaq-100 to identify real investment opportunities in the current market landscape [1][3]. Group 1: Market Analysis - The SPDR S&P 500 ETF Trust (SPY) has seen a significant concentration of its weight in a few technology stocks, particularly NVIDIA, which now holds the largest position in the fund [4][5]. - Over the past 12 months, SPY has outperformed the iShares Russell 2000 ETF by more than 10%, attributed to the ability of large tech companies to navigate high interest rates and inflation [6]. - The gap between SPY and the Invesco S&P 500 Equal Weight ETF (RSP) has widened to 17.5%, a level not seen since the 2008 financial crisis, indicating potential for a convergence [9][10]. Group 2: Investment Strategy - Historical trends suggest that the current 17.5% gap between SPY and RSP is likely to close, either through RSP outperforming or SPY pulling back [11]. - If RSP catches up to SPY, investors could see a potential gain of approximately 17.5%, while RSP is positioned to perform better in a downturn due to its diversified holdings [12]. - RSP offers a more balanced view of the U.S. economy, with no single stock exceeding 0.24% of the portfolio, contrasting with SPY's heavy tilt towards technology [13][14].
The Benchmark | Damla Fehmi Sertbay | TEDxBAU Cyprus
TEDx Talks· 2025-06-25 15:56
Career Journey & Turning Points - Speaker initially pursued science due to academic success but shifted to economics after realizing the lack of practical chemistry opportunities in Cyprus [3][4][5][6] - Speaker chose a medium-sized accounting firm over larger firms to gain broader experience, leading to a training position in February 2008 and starting in September 2008 [12][13] - Speaker returned to Cyprus in 2012 to join her father's firm as the first female partner, founded in 1973, becoming one of the first female chartered accountants in Northern Cyprus [15] Gender & Finance - Speaker highlights the historical challenges faced by women in accountancy, referencing Mary Harris Smith, who was not recognized as a member until age 75 despite decades of work [17] - Speaker mentions celebrating 100 years of women in accountancy in Cyprus in 2020, emphasizing her unique position representing Northern Cyprus [17][18] - Speaker notes that leading positions in the finance world are still predominantly held by males [16] Current Role & Impact - Speaker is part of Erdaleno, providing auditing and financial consulting services to successful clients in Northern Cyprus, including Ishbank and Turkel [19] - Speaker is a board member of a businesswoman association, mentoring women to start businesses and providing financial advice [20][21] Advice & Motivation - Speaker encourages individuals to stand out, work hard, and be resilient in the face of challenges [21]