• Small Cap Value (Part 1): Is This Popular Strategy Dead?

  • 2024/09/12
  • 再生時間: 18 分
  • ポッドキャスト

Small Cap Value (Part 1): Is This Popular Strategy Dead?

  • サマリー

  • 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!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network

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あらすじ・解説

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!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

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