stock analysis S&P 500
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stock analysis S&P 500
Hello Bogleheads. I hope all are safe and well.
I have a question I hope someone can answer or tell me where to go so I can see it myself. I would like to see or know the breakdown of the S&P 500 stock analysis. How much is large growth & value & mid growth & value. On FB I joined a Dave Ramsey group just to break the boredom. As you know DR is all growth. These people have drunk the juice. Have a chat with a guy who says S&P is a joke when he is comparing apples to oranges.
So if someone here can tell me where to go or show me the breakdown it would be appreciated.
Thank you
I have a question I hope someone can answer or tell me where to go so I can see it myself. I would like to see or know the breakdown of the S&P 500 stock analysis. How much is large growth & value & mid growth & value. On FB I joined a Dave Ramsey group just to break the boredom. As you know DR is all growth. These people have drunk the juice. Have a chat with a guy who says S&P is a joke when he is comparing apples to oranges.
So if someone here can tell me where to go or show me the breakdown it would be appreciated.
Thank you
- retired@50
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Re: stock analysis S&P 500
I'd start at the source.
See links below. There are a variety of indices from S&P. Value, Pure Value, Growth, Pure Growth, etc.
https://www.spglobal.com/spdji/en/indic ... /#overview
https://www.spglobal.com/spdji/en/indic ... /#overview
Check the methodology section of the fact sheets for what characteristics they are using to lump stocks into the value or growth bucket.
Regards,
See links below. There are a variety of indices from S&P. Value, Pure Value, Growth, Pure Growth, etc.
https://www.spglobal.com/spdji/en/indic ... /#overview
https://www.spglobal.com/spdji/en/indic ... /#overview
Check the methodology section of the fact sheets for what characteristics they are using to lump stocks into the value or growth bucket.
Regards,
If liberty means anything at all it means the right to tell people what they do not want to hear. -George Orwell
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Re: stock analysis S&P 500
Go the the Barcharts website. Go to the stocks tab, and then the S&P indices tab. Scroll down till you see S&P components and you'll have the whole index. You can then select fundamentals as the "view" and can see the market capitalizations and net income, among other things. If you sign in for free, you can select your own parameters to view and sort by. I find it very useful and interesting.
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Re: stock analysis S&P 500
retired@50 & boglegrappler thank you
- happysteward
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Re: stock analysis S&P 500
Here is vfiax from M*
"How much money is enough?", John Rockefeller responded, "...just a little bit more."
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Re: stock analysis S&P 500
Thank you happysteward!!!!! That is what I was looking for
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Re: stock analysis S&P 500
happysteward,
Where is the missing 4%?
Where is the missing 4%?
Re: stock analysis S&P 500
I thought all the stocks in the S&P 500 are "large" by definition.
- ruralavalon
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Re: stock analysis S&P 500
The S&P 500 index consists of stocks of selected large-cap and mid-cap U.S. companies.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
- ruralavalon
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Re: stock analysis S&P 500
The S&P 500 index consists of stocks of selected large-cap and mid-cap U.S. companies.
Simply use the ticker symbol for the fund or ETF you are considering in Morningstar's free "Instant X-Ray" tooliraconfused wrote: ↑Mon Jan 18, 2021 1:18 pm Hello Bogleheads. I hope all are safe and well.
I have a question I hope someone can answer or tell me where to go so I can see it myself. I would like to see or know the breakdown of the S&P 500 stock analysis. How much is large growth & value & mid growth & value. On FB I joined a Dave Ramsey group just to break the boredom. As you know DR is all growth. These people have drunk the juice. Have a chat with a guy who says S&P is a joke when he is comparing apples to oranges.
So if someone here can tell me where to go or show me the breakdown it would be appreciated.
Thank you
Last edited by ruralavalon on Mon Jan 18, 2021 6:07 pm, edited 1 time in total.
"Everything should be as simple as it is, but not simpler." - Albert Einstein |
Wiki article link: Bogleheads® investment philosophy
Re: stock analysis S&P 500
Also, the definition has a little subjectivity to it as well which is why they delayed Tesla, and others, entry.ruralavalon wrote: ↑Mon Jan 18, 2021 5:58 pmThe S&P 500 index consists of stocks of selected large-cap and mid-cap U.S. companies.
I believe it was Mr. Bogle that said the S&P 500 essentially offers active management. Something to think about for those that crave active.
“The stock market is a giant distraction from the business of investing.” -Jack Bogle
- happysteward
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Re: stock analysis S&P 500
I’m guessing rounding protocols at M*
"How much money is enough?", John Rockefeller responded, "...just a little bit more."
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Re: stock analysis S&P 500
r's free "Instant X-Ray" toolruralavalon wrote: ↑Mon Jan 18, 2021 6:00 pmThe S&P 500 index consists of stocks of selected large-cap and mid-cap U.S. companies.
Simply use the ticker symbol for the fund or ETF you are considering in Morningstairaconfused wrote: ↑Mon Jan 18, 2021 1:18 pm Hello Bogleheads. I hope all are safe and well.
I have a question I hope someone can answer or tell me where to go so I can see it myself. I would like to see or know the breakdown of the S&P 500 stock analysis. How much is large growth & value & mid growth & value. On FB I joined a Dave Ramsey group just to break the boredom. As you know DR is all growth. These people have drunk the juice. Have a chat with a guy who says S&P is a joke when he is comparing apples to oranges.
So if someone here can tell me where to go or show me the breakdown it would be appreciated.
Thank you
ruralavalon that instant x ray tool rocks. Thank you for the heads up on that sir
Re: stock analysis S&P 500
All S&P 500 companies are large, as defined by S&P's measurement stick.ruralavalon wrote: ↑Mon Jan 18, 2021 6:00 pmThe S&P 500 index consists of stocks of selected large-cap and mid-cap U.S. companies.
...
Simply use the ticker symbol for the fund or ETF you are considering in Morningstar's free "Instant X-Ray" tool
If you use Morningstar's "Instant X-Ray" tool you are using a different measurement stick, and thus a different result.
Why do you think that Morningstar's ruler is better than S&P's?
Former brokerage operations & mutual fund accountant. I hate risk, which is why I study and embrace it.
- arcticpineapplecorp.
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Re: stock analysis S&P 500
did you also think they're all U.S.?
hint: they're not.
It's hard to accept the truth when the lies were exactly what you wanted to hear. Investing is simple, but not easy. Buy, hold & rebalance low cost index funds & manage taxable events. Asking Portfolio Questions |
Re: stock analysis S&P 500
Simply use the ticker symbol for the fund or ETF you are considering in Morningstar's free "Instant X-Ray" tool
[/quote]
Instant X-Ray
Vow.. this is very nice.. thanks..