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Podcast: Stay Wealthy Retirement Podcast
Episode: Small Cap Value (Part 1): Is This Popular Strategy Dead?
Description: Today I'm kicking off a two-part series on Small Cap Value investing. Specifically, I'm addressing three big questions: β€ What exactly are small-cap value stocks? β€ Why have small-cap value stocks, historically, outperformed most major asset classes? β€ Does the recent 20-year underperformance suggest that the strategy is dead and won't work in the future?Β 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 theΒ Stay Wea...