diff --git a/assets.qmd b/assets.qmd index 042bec0..5fef1f8 100644 --- a/assets.qmd +++ b/assets.qmd @@ -23,21 +23,23 @@ Asset classes US sectors -------------------------------------------- -Table: Classification of stock sectures by [Morningstar Stock Sector Structure](https://www.morningstar.com/content/dam/marketing/apac/au/pdfs/Legal/StockSectorStructure_Factsheet.pdf) (2011). {#tbl-us-sectors} - -| Super Sector | Sector | Vangard ETF | -|:----------------|:------------------------|-------------:| -| Defensive | Consumer Staples | VDC | -| | Health Care | VHT | -| | Utilities | VPU | -| Sensitive | Energy | VDE | -| | Industrials | VIS | -| | Technology | VGT | -| | Communications | VOX | -| Cyclical | Consumer Discretionary | VCR | -| | Materials | VAW | -| | Financials | VFH | -| | Real Estate | VNQ | +There are 11 Sectors in the [standard classification by MSCI](https://en.wikipedia.org/wiki/Global_Industry_Classification_Standard), see @tbl-us-sectors. + +Table: The 11 sectors in the [standard classification by MSCI](https://en.wikipedia.org/wiki/Global_Industry_Classification_Standard). Classification of super sectors by [Morningstar Stock Sector Structure](https://www.morningstar.com/content/dam/marketing/apac/au/pdfs/Legal/StockSectorStructure_Factsheet.pdf) (2011), where C=Cyclical, D=Defensive, S=Sensitive. Market cap data is from [this blog](https://www.visualcapitalist.com/largest-company-market-cap-sp-500-market-concentration/) (2024). {#tbl-us-sectors} + +| # | Sector | Super Sector | Market Cap [T$] | Market Cap [%] | Largest Co | Co share [%] | Vanguard ETF | +|----:|:-------------------------|:-------------|----------------:|---------------:|:-------------| ------------:|:-------------| +| 1 | Technology | S | 15.3 | 31.7 | Microsoft | 22.3 | VGT | +| 2 | Financials | C | 6.1 | 12.7 | Berkshire | 12.9 | VFH | +| 3 | Healthcare | D | 5.6 | 11.6 | Eli Lilly | 13.5 | VHT | +| 4 | Consumer discretionary | C | 4.9 | 10.2 | Amazon | 38.8 | VCR | +| 5 | Communications | S | 4.6 | 9.5 | Alphabet | 25.8 | VOX | +| 6 | Industrials | S | 3.9 | 8.1 | GE Aerospace | 4.7 | VIS | +| 7 | Consumer staples | D | 3.0 | 6.2 | Walmart | 14.7 | VDC | +| 8 | Energy | S | 1.7 | 3.5 | Exxon Mobil | 30.9 | VDE | +| 9 | Real estate | C | 1.1 | 2.3 | Prologis | 10.5 | VNQ | +| 10 | Utilities | D | 1.0 | 2.1 | NextEra | 14.0 | VPU | +| 11 | Materials | C | 1.0 | 2.1 | Linde | 21.4 | VAW | Active vs passive