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

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

18:08 Sep 12, 2024
About this episode
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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