Fisher Investments Reviews Why Portfolio Underweights and Overweights Matter
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Fisher Investments Reviews Why Portfolio Underweights and Overweights Matter
Ken Fisher, founder, Executive Chairman, and Co-Chief Investment Officer of Fisher Investments, explains the concepts of "overweighting" and "underweighting" and their significance in portfolio management. He describes how most broad stock indexes—like the S&P 500 or the MSCI World—are cap-weighted, meaning stocks with higher total market ...
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