{"id":3849809,"hash":"3w9p9k8n","type":"List","name":"MidCap US Equities","alias":"midcap-us-equities","intro":"Selection of mid cap US equities, aligned with total market trends and featuring strong momentum history","description":"

Newly published after original introduction in January 2023, this selection of MidCap US Equities has been very informative (and profitable) from the start

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Diversification across sectors, but deliberately underweight in technology
Asset volatility moving in sync with the total market (beta ratio close to 1)
Strong momentum, defined as duration of a weekly price average trend outpacing a one-month trend

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For in-depth comparison between the stocks, check the tabs providing additional data

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Analytics - check the list of 20 ratios - with quarterly updates of accounting data
Factor analysis - check asset correlation charts with 4 key factors (total market, small cap, value and profitability)

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To narrow down your preferences,

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Rank the funds over a selected time period from 1 year down to two weeks (top right menu)
Evaluate the funds by performance and risk exposure rank
Check momentum ranking, the trend of the average price computed over a week, compared to the monthly price average

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Assets in the selection, updated dynamically as the asset prices vary day-by-day, should always be evaluated on a case-by-case basis - to account for special events such as mergers or reverse splits

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To test a potential investment in your virtual portfolio, the Impact feature of Pininvest portfolio management will evaluate the shift in performance, risk and diversification for your personnel portfolio

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The midcap equities of the selection between $2 bn and $10 bn - in a range of 0.9 < asset betas < 1.05 - are an approximation of total market volatility, as defined by the Pininvest 1200 index

","dateCreation":1703153477000.0,"datePublish":1781136000000.0,"dateUpdate":1781099413862.0,"dateUpdateComps":1703154714201.0,"image":"https://static.pininvest.com/uploads/images/lists/3w9p9k8n/qh3spqdw/default/midcap-us-equities.jpg","imageSrcUsr":"Ari He - Laguna Beach","imageSrcWeb":"Unsplash","imageSrcLink":"https://unsplash.com/fr/photos/photo-aerienne-dune-route-pres-des-maisons-4U1Mu4jUygM","url":"/library/3w9p9k8n","category":{"id":1906216,"hash":"rog0j4m3","name":"U.S. Market Trackers","brief":"Asset selections for considered investments in portfolios aligned with the U.S. total market","description":"

Total Market trackers are US listed equities broadly in line with market beta

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Portfolio management features sector and asset \"Attribution\" to highlight deviations from a chosen benchmark by tracking error (TE) and return distribution

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To align a portfolio more closely with a Total Market benchmark, trackers recommend equities in line with market beta

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Selections are listed by

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market cap - large (> $10 bn), mid ($2 bn - $10 bn) and small (<$2bn)
top performers - in line with market beta
volatility focus - performance/volatility (Sharpe)

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Portfolio construction - Old School Rules