Best Small Cap Funds

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PensionCraft

PensionCraft

Күн бұрын

Пікірлер: 60
@Pensioncraft
@Pensioncraft Жыл бұрын
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@gman6055
@gman6055 Жыл бұрын
I'd love to see you do a similar video for crypto small caps :)
@pistopit7142
@pistopit7142 Жыл бұрын
Thanks for picking up on this subject Ramin. Would be great to see more material in a future on factor investing.
@A_man_not_your_man
@A_man_not_your_man Жыл бұрын
Much appreciated and very informative! I've been happy with my Avantis SCV ETF but always good to know about other options
@Pensioncraft
@Pensioncraft Жыл бұрын
Glad it was helpful!
@terrysav8048
@terrysav8048 Жыл бұрын
Very good video.. I have some CT threadneedle US small cap which has done well except for recently because of the bank crises
@mattlm64
@mattlm64 Жыл бұрын
The SPDR small cap value funds USSC and ZPRX are worth a look. Not much choice for UCITS funds unfortunately.
@simonwl
@simonwl Жыл бұрын
Thanks for that Ramin. I'd be interested to see you break down emerging markets in a similar way and whether you feel a passive tracker fund or active fund is better value.....or to just hold EMs in a multi asset fund. decisions decisions eh?
@DanielMatan
@DanielMatan Жыл бұрын
thanks for the great analysis! I'm wondering what do you have to say about midcaps? they seem to have similar valuations and little better performance over the long run but also seem less volatile than small caps. i wonder what could be the reason for that
@dannyrunny
@dannyrunny Жыл бұрын
another GREAT analysis. Thank you for your hard work!
@Pensioncraft
@Pensioncraft Жыл бұрын
Glad you enjoyed it!
@jonaudis5432
@jonaudis5432 Жыл бұрын
Some great visuals in there Ramin 👍
@Pensioncraft
@Pensioncraft Жыл бұрын
Thanks, @Jon Audis
@MagicNash89
@MagicNash89 Жыл бұрын
AH! Ramin here when you need him, such a coincidence I was just looking for a small cap ETF
@Pensioncraft
@Pensioncraft Жыл бұрын
Hi @Kvurenukri Daehd Moroz I'm pleased I could help. Thanks Ramin
@tastypymp1287
@tastypymp1287 Жыл бұрын
Of course you were.
@MagicNash89
@MagicNash89 Жыл бұрын
@@tastypymp1287 Yes I was, and I chose the european small caps etf for myself
@simonjonesptchester
@simonjonesptchester Жыл бұрын
Excellent information and analysis as always; thanks, Ramin!
@federicoytbe
@federicoytbe Жыл бұрын
L&G Russell 2000 US Small Cap UCITS ETF currently tracks Russell 2000 Quality Factor Index. It has some quality tilt which makes it unique among Russell 2000 UCITS funds.
@GFWFight
@GFWFight 4 ай бұрын
It'd be interesting to see how well this ETF would do against the S&P 600 actually.
@Clampers
@Clampers Жыл бұрын
Excellent video Ramin.
@Pensioncraft
@Pensioncraft Жыл бұрын
Glad you enjoyed it
@nick_855
@nick_855 Жыл бұрын
Thanks for the great video. Do you have any particular preference between ETFs vs index funds?
@alexm7310
@alexm7310 Жыл бұрын
Really informative, thank you 😊
@Pensioncraft
@Pensioncraft Жыл бұрын
Glad it was helpful!
@crassusofrome6386
@crassusofrome6386 Жыл бұрын
Hi Ramin, Thank you for the great content as ever. Given UK valuations are lower than the US, and given the relatively overvalued USD relative to GBP, is it likely a better long term bet to invest in UK small caps rather than US small caps at the moment?
@pickafund
@pickafund Жыл бұрын
Great video Ramin. We are new to your channel. Is there any particular region which you feel offers better small cap value? UK, Europe, Japan? We keep reading that UK value stocks are the trade of the decade…?
@apothe6
@apothe6 Жыл бұрын
The best Small Cap ETF is AVUV or AVDV, by far
@tastypymp1287
@tastypymp1287 Жыл бұрын
Why?
@ciaoatutti11111111
@ciaoatutti11111111 Жыл бұрын
Any update on your momentum based portfoilio?
@__Rum-Ham__
@__Rum-Ham__ Жыл бұрын
Thanks Ramin. What percentage of a global ETF portfolio would you suggest allocating to a small cap ETF? Many thanks.
@agsmith001
@agsmith001 Жыл бұрын
great topic! RYLD is a russell 2000 covered call fund. ive been adding to this recently thinking things will be choppy but still want small cap exposure
@Pensioncraft
@Pensioncraft Жыл бұрын
Thanks so much.
@michelpohl1019
@michelpohl1019 Жыл бұрын
Do you know what the ratio between small caps and all caps in all cap global indices such as the FTSE global All Cap or MSCI AWCI IMI is? I am trying to combine the iShares MSCI World Small Cap ETF and the iShares MSCI ACWI in my InvestEngine ISA (there is no all cap ETF there at the moment). I set the weightings to 0.12% and 0.88% because I read somewhere that "global equities account for approximately $70 trillion in assets, with almost 12% covered by the developed small-cap segment" (but that was an old article).
@fredatlas4396
@fredatlas4396 Жыл бұрын
What Vanguard global small cap fund, for UK investors
@thomasmcneilly1138
@thomasmcneilly1138 Жыл бұрын
Hi Ramin, I'm just wondering how something like the MSCI World Small Cap Index (e.g. ticker WLDS) stacks up against Russell 2000 or S&P 600 - is it also under valued? Thanks
@yanetdevis2876
@yanetdevis2876 Жыл бұрын
Excellent video! It would be great if you can help us to build a portfolio for a JISA account. What are the best ETFs to buy for the next 18 years at least, etc.
@ludovicoriccardonocco5007
@ludovicoriccardonocco5007 Жыл бұрын
Is it possible to access any of these funds in an ISA wrapper? If they are only available via ETFs, is there any platform where I can automate a fixed monthly amount to be paid into the fund? Many thanks :)
@nevillerigby6874
@nevillerigby6874 Жыл бұрын
Trading 212
@kl1ffort
@kl1ffort Жыл бұрын
hi Ramin. I was looking for small cap value ex-US ETF (developed and/or emergency markets - similar to VSS ETF) for EU investor and preferably EUR hedged but didn’t succeeded so far. maybe you have any recommendation?
@george6977
@george6977 Жыл бұрын
Large cap growth has outperformed for over 10 years so fund managerd do not launch small cap value funds. When SCV is fashionable they will launch funds at the worst time for investors but the best time for managers to attract AUM.
@NothingMaster
@NothingMaster Жыл бұрын
Best Small Cap Funds (for the Birds).
@DaystarHiker
@DaystarHiker Жыл бұрын
VBR
@gilleek2
@gilleek2 Жыл бұрын
Do you really need that filter for profitability that the 600 gives over the russell 2000? At the end of the day you're diversified over a tonne of different conpanies? Also, why so much cheaper in the US. Larger market with more investors making it easier to charge a small fee and still be a profitable fund
@paulevans2246
@paulevans2246 Жыл бұрын
@tastypymp1287
@tastypymp1287 Жыл бұрын
The Financial Investment Industrial Complex will never stop trying to make you buy their products and services. Never.
@royed31
@royed31 Жыл бұрын
Why is your analyses so biased towards the US You are based in the UK so should focus toward the FTSE
@simonwl
@simonwl Жыл бұрын
Maybe because the US has > 60% of the global market and the UK is around 4%
@tastypymp1287
@tastypymp1287 Жыл бұрын
Why should he? His location has absolutely no bearing whatsoever on what geographical market he wants to focus on. That's an absurd assertion.
@dubsdolby9437
@dubsdolby9437 Жыл бұрын
I agree he does talk about the us markets most of the time. I actually thought he lived in America 🇺🇸 yes uk Europe would be a make a change.
@tastypymp1287
@tastypymp1287 Жыл бұрын
@@dubsdolby9437 Why not set up your own channel or look elsewhere?
@dubsdolby9437
@dubsdolby9437 Жыл бұрын
@@tastypymp1287 what are you a fan boy or something ?🙄
@johnhaug1747
@johnhaug1747 Жыл бұрын
Checked out the S&P 400 ETF, but could not find high dividend version ticker. Most have DIV yield 1-2%, no bueno for me
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