Buckingham shared this breakdown of valuations as of Dec. 31 for the core TPS portfolio and companies of the Russell 3000 Index RUA and the S&P 500, as well as those indexes' value and growth subsets.
The S&P 500's 2.9% climb this week left it up 2% in January through Friday, according to FactSet data. The Invesco S&P 500 Equal Weight ETF RSP staged a larger 3.9% rally this week, for a year-to-date ...
Vanguard FTSE Canada All Cap Index ETF (VCN) has a low expense ratio, but underperforms the S&P 500 due to sector allocation.
SCHD's increased exposure to financials adds risk, and its yield is relatively low compared to other investment opportunities ...