Newly published after original introduction in January 2023, this selection of MidCap US Equities has been very informative (and profitable) from the start
- 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
For in-depth comparison between the stocks, check the tabs providing additional data
- 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)
To narrow down your preferences,
- 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
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
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
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
