Is a small value tilt in my portfolio still beneficial since they are widely known about? YQA 173-2

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The White Coat Investor

The White Coat Investor

Күн бұрын

Пікірлер: 4
@shaunrosenberg4568
@shaunrosenberg4568 Жыл бұрын
I feel like everyone knows about small cap value outperformance. But still, 90% of investors out there are just "Buy Amazon and Google no matter how much it costs!" I very rarely see investors rushing to buy small cap index funds unless it's via some academic research.
@Bobventk
@Bobventk 8 ай бұрын
Fun fact, there has never been a 20 year period in history where the DFA US SCV index hasn’t outperformed the sp500. The closest call was the 20 year periods starting on Jan 1, 1980. 0.42% was the realized SCV premium. The average 20 year premium was a shade under 5% per annum
@arthurmorgan7729
@arthurmorgan7729 2 жыл бұрын
I feel the S&P is risky right now based on grossly inflated valuations, which is why I started dca into small value this year.
@thewhitecoatinvestor
@thewhitecoatinvestor 2 жыл бұрын
It's great if you choose to have a small value allocation in your investing plan. Just make sure you stick with it long term.
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