
Mega Trap 2025?
As 2025 gets underway, here are a few facts with potentially unsettling implications. The first is that the top 10 companies in the S&P 500 Index by cap weight account for 37.32% of the overall index.
As 2025 gets underway, here are a few facts with potentially unsettling implications. The first is that the top 10 companies in the S&P 500 Index by cap weight account for 37.32% of the overall index.
Stance Capital at a Glance: Performance Update Q3 2024
We are witnessing a pivotal moment for the fossil fuel industry, historically a cornerstone of global energy. However, the viability of this sector as a sound investment is rapidly diminishing for several compelling reasons.
On July 31st, 2024 Stance Capital hosted a webinar on Section 351 Exchanges. The webinar was titled How Equity Investors Can Achieve Tax-free Diversification from Highly-appreciated Listed Securities: Decoding Section 351 Exchanges.
Stance Capital at a Glance: Performance Update Q1 2024
Around the same time as the rock band The Who sang “meet the new boss, same as the old boss” indexing was already becoming a thing in the investment world. Today, the old boss is now the new boss and the benefits supposedly derived from indexing have withered under its own success.
Stance Capital, LLC claims compliance with the Global Investment Performance Standards (GIPS®).
Stance Capital, LLC is a Registered Investment advisor (RIA) with the Securities and Exchange Commission, primarily focused on constructing and bringing to market public equity portfolios that mitigate material risk and generate excess returns while at the same time allowing investors to align their capital with their belief systems.
To obtain a compliant presentation and the firm’s list of composite descriptions, email bdavis@stancecap.com.