Equal weight investing: guides, records and terms

Holding each stock in a list at the same weight and resetting the weights at every rebalance. In a 50 stock list each starts at 2 percent.

A market cap index weights by company size, so a few large names carry much of the result. Equal weight spreads it evenly, which leans toward the smaller names in the list.

Prices move the weights apart between resets. The rebalance trades bring each name back to the same share.

Model, back tested figures with their as of date, the factsheet and every published rebalance. They are not client returns.