🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?Explore for Free

RSP and SPY: Get Ready for a Mean Reversion Trade for the AGES!

Published 06/27/2024, 03:16 PM
SPY
-
XLG
-

Below we can see how the top stocks in the S&P 500, as tracked by the Invesco S&P 500® Top 50 ETF (NYSE:XLG), have gained 22.5% in 2024. That easily beats the SPDR® S&P 500 (NYSE:SPY) jump of 15.7% and dramatically crushes the RSP YTD performance of +5.1%.

A graph showing different colored lines  Description automatically generated

But MAPsignals is all about bringing you evidence-based research that flies in the face of the talking-heads in the media. Before you bail out on your underperforming stocks, have a look at the following pieces of evidence suggesting you should sit tight. And if you’re bold, start buying the beaten-down dogs.

I went back and singled out all days when the RSP/SPY ratio fell below 32%. Basically, I needed to understand what we should expect for stocks going forward. That 32% threshold amounts to 201 trading dates that triggered during the Global Financial Crisis lows, the COVID crash lows, and the relative lows seen recently.

Here’s what happened next: The SPY did just fine. But the RSP was spectacular. When the RSP/SPY ratio fell to 32% or lower since 2007:

  • Six months later, the S&P 500 jumped 13% while the S&P 500 Equal Weight basket soared 24.1%
  • 12-months later, we saw gains of 29.1% for SPY and 47.1% gains for RSP
  • 24-months after, we saw SPY jump 48.6% and RSP catapult 78%

Here’s the bottom line: The stock market rally can keep going. Better yet, all stocks should begin to participate in the coming months…and years. If history is a guide, we will be looking at a monster reversion trade where the equal weighted S&P will play catch up to the market bellwethers.

Original Content

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.