Very similar to the investment thesis on $IWN but I need an investment thesis on $USMV
Very similar to the investment thesis on $IWN but I need an investment thesis on $USMV I have provided some returns and regressions stats. try and explain what helped the performance. Maybe compare the top 10 holdings on USMV compared to its benchmark (S&P 500) or maybe compare the weights between the 2. My strategy is defensive and passive, try and provide some rationale as to why i should keep it in the portfolio. Also try and explain what Tstat is and regressions (R1=Russell 1000 – R2=Russell 2000) and what it means in the context of finance/investment and the same with the capture analysis. just to be clear i am not looking for financial advice this is for a project. I want to see how you came to the conclusion i.e. research notes, what news/sources supports your rationale?
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