Equal Weight vs Cap Weight — Why One Choice Changed the Outcome

Описание: Julius de Kempenaer breaks down a real-world portfolio experiment from 2025 that shows how weighting decisions—not sector picks—can dramatically change performance. See how equal-weight and cap-weight approaches produced very different results, and why this overlooked factor still matters for portfolio construction today.

Julius de Kempenaer, creator of RRG Charts, reviews and analyzes his Best 5 Sectors articles from 2025 to highlight an often-overlooked factor in portfolio performance: weighting. While the sector signals themselves were largely effective, Julius shows how different weighting schemes significantly altered overall results. By comparing approaches and revisiting real outcomes, he explains why portfolio construction choices can matter just as much as the analysis behind them—and how small structural decisions can quietly change performance over time.

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00:00 - Welcome
00:58 - Portfolio Equal Weighting Method

ANALYZING PORTFOLIO PERFORMANCE
09:48 - Calculating Rankings and Prices
14:14 - Calculating Performance vs. SPY
16:34 - Sector Cap-Weighting Scheme
21:40 - Contribution Performance/Out-performance
23:33 - Results: Equal-Weight vs. Cap-Weight Graph

29:23 - Final Thoughts

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