Equal Weight vs. Cap Weight: Why One Choice Changed the Outcome
When you review your portfolio's performance, you might wonder if you picked the right sectors. But that may not be the whole story.
In this video, Julius de Kempenaer, creator of RRG Charts,Ⓡ walks you through a real-world portfolio experiment from 2025 that reveals something many investors rarely think about — how you weight your holdings can have just as much impact as what you choose to own.
Analyzing his series of "Best 5 Sectors" articles from 2025, Julius revisits how the sector signals play out over time. The signals did their job, but the results looked different depending on whether the portfolio was equal-weighted or cap-weighted. By comparing approaches and reviewing real outcomes, he explains why portfolio construction choices can matter just as much as the analysis behind them, and how small structural decisions can change performance over time.
The video was originally published on February 2, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
