Intel faces Dow ejection but there may be a silver lining

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Intel faces Dow ejection but there may be a silver lining
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Research shows firms deleted from indices often perform better

Intel shares are down 60 per cent in 2024, prompting talk it may be kicked out of the Dow Jones index.

The ETF, which is available to Irish investors but not in the rest of Europe, may sound like a gimmick, but research shows companies deleted from indices tend to outperform their replacements. Deleted companies “are often unloved, have fallen out of favour and are no longer valuable enough to be deemed important”, says Arnott. Similarly, index additions tend to be high-flyers – typically, they have more than doubled compared to the stocks they replaced.

Market trends often go too far, setting the scene for an eventual reversal. Arnott’s research suggests that over the following five years, deleted stocks outperform by more than 5 per cent annually.

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