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Contenuto fornito da Taylor Schulte, CFP® and Taylor Schulte. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Taylor Schulte, CFP® and Taylor Schulte o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Small Cap Value (Part 1): Is This Popular Strategy Dead?

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Manage episode 439510009 series 1521440
Contenuto fornito da Taylor Schulte, CFP® and Taylor Schulte. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Taylor Schulte, CFP® and Taylor Schulte o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

  continue reading

211 episodi

Artwork
iconCondividi
 
Manage episode 439510009 series 1521440
Contenuto fornito da Taylor Schulte, CFP® and Taylor Schulte. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Taylor Schulte, CFP® and Taylor Schulte o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

  continue reading

211 episodi

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