Articles on investing and capital management, with a quantitative focus.

#xiutop - Top stocks of XIU index Update


There is no change to the portfolio this year, and the holdings have remained the same since 2020. The portfolio is designed to be mostly passive.

I went through the update methodology and noticed that in the Industrial sector, CP is now a higher weight than CNR. However, the test in step 3 rejects this change, and keeps CNR.

Jem Berkes