In Plus episode 425, we provide an update on the U.S. banking situation and the potential impact on financial markets and the economy. We look at mid-cap value investing and profile three mid-cap value ETFs. We also review a small-cap value with momentum ETF. We review what unsubsidized SEC yields are. Finally, we consider whether a member has enough to retire. … [Read more...]
370: Should You Invest in Small-Cap and Mid-Cap Stocks?
Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation? Topics covered include: How big are small and mid-cap stocksHow have small and mid-cap stocks performed relative to large cap stocksHow have active small and mid-cap managers performed relative to indexing optionsAre bigger IPOs contributing to small and mid-cap stocks underperformanceHow expensive or cheap are small-cap stocks relative to large-capWhat is the … [Read more...]