Knowledge Base
S&P 500 sector breakdowns, financial metrics, and comparative analysis of the benchmark index that anchors most investment portfolios.
53 articles in this category — page 5 of 5
The NASDAQ vs S&P 500 chart is one of the most watched comparisons in public markets, but most analysis of it is written for retail investors with $50K in a brokerage account. If you're sitting on a $5M+ portfolio, the relevant questions are different: concentration risk you may already carry throug
The S&P 500 standard deviation has averaged roughly 15-17% annualized over long historical periods, according to Vanguard research. That number is almost useless on its own. What matters is the regime you're in, the size of your portfolio, and whether your other holdings are masking or amplifying th
The S&P Select Industry Indices are a family of approximately 130 sub-industry benchmarks built on GICS classifications, each using equal-weight construction rather than the market-cap weighting that defines the S&P 500. That single methodological difference changes everything about how they behave,
S&P and Moody's ratings are the closest thing fixed income markets have to a shared language. A single letter change can trigger billions in forced selling, move borrowing costs by hundreds of basis points, and restructure which institutional buyers can legally hold a security. For a $5M+ fixed inco
From 2009 through 2021, the correlation between the Fed's total assets and the S&P 500 price level exceeded 0.95 on a rolling annual basis. That is one of the strongest macro relationships in modern market history. Then 2022 happened, and the correlation broke sharply. Understanding when this relati