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Small Cap Value Investing (Part 1): Is This Popular Strategy Dead?
Manage episode 439510009 series 1521440
Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
➤ What exactly are small-cap value stocks?
➤ Why have small-cap value stocks, historically, outperformed most major asset classes?
➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?
I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.
***
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter!
👉 Click here to subscribe and grab your cheatsheets.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
208 epizódok
Manage episode 439510009 series 1521440
Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
➤ What exactly are small-cap value stocks?
➤ Why have small-cap value stocks, historically, outperformed most major asset classes?
➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?
I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.
***
FREE RETIREMENT PLANNING RESOURCES:
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.
You'll also receive my weekly retirement newsletter!
👉 Click here to subscribe and grab your cheatsheets.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
208 epizódok
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