In Plus episode 511, we discuss differing performance among U.S. small-cap value ETFs. We see if Bitcoin ETFs accurately track underlying Bitcoin. Finally, we analyze two new money market ETFs by iShares. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 511 Plus Investments Mentioned Vanguard Small-Cap Value ETF … [Read more...]
476: Is Small Cap Dead? Why You Shouldn’t Abandon Small Company Stocks
Why have global small-cap stocks underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics covered include: Show Notes US small-caps suffer worst run against larger stocks in over 20 years by George Steer—The Financial Times Small stocks, big problems by Robin Wigglesworth—The Financial Times The Death of Small Cap Equities? by Chris Satterthwaite—Verdad The Quality of New Entrants by Chris … [Read more...]
430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs
In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 430 Plus Show Notes Paul Merriman Two Funds For Life Innovator … [Read more...]
