Goldman Sachs analysts published their rebalanced list for their “short duration” basket, with additions such as Ford (F), Harley-Davidson (HOG), and Chesapeake Energy (CHK).
GS’ Short Duration basket returned 3% year-to-date, compared to 6% for the equal-weight S&P 500 (NYSEARCA:RSP).
This is the rebalanced “short duration” basket:
- General Motors Co. (GM) - Equity duration in years: 14.7
- Ford Motor Co. (F) - Equity duration in years: 17.2
- Macy’s Inc. (M) - Equity duration in years: 17.5
- Harley-Davidson Inc. (HOG) - Equity duration in years: 17.7
- Newell Brand Inc. (NWL) - Equity duration in years: 18.4
- Lithia Motors Inc. (LAD) - Equity duration in years: 18.4
- Albertsons Companies Inc. (ACI) - Equity duration in years: 14.4
- Bunge Global SA (BG) - Equity duration in years: 16.2
- Walgreens Boots Alliance Inc. (WBA) - Equity duration in years: 17.3
- Archer-Daniels-Midland Co. (ADM) - Equity duration in years: 17.7
- APA Corp. (APA) - Equity duration in years: 4.5
- Chesapeake Energy Corp. (CHK) - Equity duration in years: 7.2
- Viatris Inc. (VTRS) - Equity duration in years: 13.4
- QuidelOrtho Corp. (QDEL) - Equity duration in years: 18
- Premier Inc. (PINC) - Equity duration in years: 18
- Royalty Pharma Plc (RPRX) - Equity duration in years: 18.2
- Envista Holdings Corp. (NVST) - Equity duration in years: 18.5
- Perrigo Co. Plc (PRGO) - Equity duration in years: 18.5
- Maravai Lifesciences Holdings Inc. (MRVI) - Equity duration in years: 18.6
- Hertz Global Holdings Inc. (HTZ) - Equity duration in years: 13.9
- United Airlines Holdings Inc. (UAL) - Equity duration in years: 15.4
- Air Lease Corp. (AL) - Equity duration in years: 16.6
- Delta Air Lines Inc. (DAL) - Equity duration in years: 17.3
- Alaska Air Group Inc. (ALK) - Equity duration in years: 17.8
- CNH Industrial NV (CNHI) - Equity duration in years: 18.8
- Avnet Inc. (AVT) - Equity duration in years: 15.4
- Arrow Electronics Inc. (ARW) - Equity duration in years: 16.1
- Hewlett Packard Enterprise Co. (HPE) - Equity duration in years: 16.7
- ViaSat Inc. (VSAT) - Equity duration in years: 16.9
- TD SYNNEX Corp. (SNX) - Equity duration in years: 17.7
- DXC Technology Co. (DXC) - Equity duration in years: 18.5
- Motorola Solutions Inc. (MSI) - Equity duration in years: 19.5
- Coherent Corp. (COHR) - Equity duration in years: 20.1
- Cirrus Logic Inc. (CRUS) - Equity duration in years: 20.5
- Zoom Video Communications Inc. (ZM) - Equity duration in years: 20.6
- Skyworks Solutions Inc. (SWKS) - Equity duration in years: 20.6
- Gen Digital Inc. (GEN) - Equity duration in years: 20.7
- Twilio Inc. (TWLO) - Equity duration in years: 20.8
- Vontier Corp. (VNT) - Equity duration in years: 20.8
- Corning Inc. (GLW) - Equity duration in years: 21
- Intel Corp. (INTC) - Equity duration in years: 21
- Littelfuse Inc. (LFUS) - Equity duration in years: 21.1
- Mosaic Co. (MOS) - Equity duration in years: 14.7
- Albemarle Corp. (ALB) - Equity duration in years: 16.5
- Paramount Global (PARA) - Equity duration in years: 13.7
- TKO Group Holdings Inc. (TKO) - Equity duration in years: 19.6
- Verizon Communications Inc. (VZ) - Equity duration in years: 19.6
- Frontier Communications Parent Inc. (FYBR) - Equity duration in years: 20
- Fox Corp. (FOXA) - Equity duration in years: 20.3
- Hawaiian Electric Industries Inc. (HE) - Equity duration in years: 14.6
This is the link to the Long Duration basket.
More on Invesco S&P 500 Equal Weight ETF:
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- RSP: I Firmly Believe In An Allocation To Equal-Weight At This Juncture
- RSP: Happy 2024! Don't Make Decisions Based On A Day Or Two
- CCL, SPB, RARE, and VRSK are new additions to GS’ Long Duration Basket
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