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

  • Sep 12 2024
  • Length: 18 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Small Cap Value (Part 1): Is This Popular Strategy Dead?

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available