Why Small-Cap Stocks Are a Good Investment for the Long Term

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  • Опубликовано: 30 окт 2024

Комментарии • 34

  • @ryann8348
    @ryann8348 9 месяцев назад +5

    I just took a large Russell 2000 position a couple weeks ago. I'm counting on small caps rebounding over the next couple years

    • @dolcefarniente2702
      @dolcefarniente2702 3 месяца назад +1

      Same here!! Took huge position in TNA

    • @Bobventk
      @Bobventk 2 месяца назад

      Russell 2000 is a bad index. Use dimensional funds

  • @1janeybug
    @1janeybug Год назад +31

    Pennx Royce fund . 8.66 over last 15 years
    Vb small cap index etf 9.80 over 15 years
    Trails index by guess what
    His .96 expense ratio
    He beats his active on peers, but as is always loses to the index, because of basically a onepercent expense ratio versus .03

    • @Bobventk
      @Bobventk 2 месяца назад

      No look at dimensional fund advisors

  • @Hshjshshjsj72727
    @Hshjshshjsj72727 2 месяца назад

    Holy moly I just checked his Royce Pennsylvania Mutual fund. 5 year return is around 6 percent. Sp500 is around 90 !!

  • @charleswardrup1685
    @charleswardrup1685 Год назад +3

    A balance approach is always the best.

  • @martinithechobit
    @martinithechobit Год назад

    Thanks for the info.

  • @vincentmurphy9252
    @vincentmurphy9252 Год назад +4

    He’s right on rates at 6-7 % the good companies will thrive the junk will die

  • @spevman
    @spevman Год назад

    Great episode, thanks!!

  • @juannunez7045
    @juannunez7045 Год назад

    Legend Royce funds what great insight

  • @dynamicwg
    @dynamicwg Год назад +3

    Great Interview, very insightful as always! Chuck Royce is a legend and always a pleasure to hear from.

  • @Hshjshshjsj72727
    @Hshjshshjsj72727 2 месяца назад

    Can you turn on youtube clips feature please. Would benefit show by allowing us to share your show on social media

  • @stevenbrady440
    @stevenbrady440 7 месяцев назад +2

    Small cap stocks have under performed… it's amazing how artificial intelligence can quickly filter out the BS on performance claims.

  • @mv6108
    @mv6108 Год назад

    What does he mean by leverage?

  • @tonynguyen36
    @tonynguyen36 9 месяцев назад

    ❤❤❤forever

  • @repriser9876
    @repriser9876 Год назад +4

    Large cap becomes overpriced money will flow to small cap, vice versa. 70's plastic was invented. 2000 Internet was invented. 2020's ? AI was invented? Not so fast, not yet practical except electronics become smaller.
    If you can find excellent companies in small cap space, of course you would make money, "better returns with higher volitivity" - his words. Remember many small companies don't exist long term, they fail and vanish. If you happen to hold a company that survives long term ( decades), it could be Google, Amazon, Apple, Nvidia today ( not in small cap category any more )

  • @blackfiree91
    @blackfiree91 Год назад +7

    Small caps are not an asset class, they are a style weighting. If you hold a total market fund, it includes small caps. Therefore, it is included in the market and not an alternate asset class.

    • @apothe6
      @apothe6 Год назад +3

      if youre a boglehead factor investing is real and is supported by the data, buy small caps

    • @jmc8076
      @jmc8076 Год назад

      @@apothe6
      Can also buy all market index funds with more equal weighting and more sml cap. Russell 2000 better also good for this.

    • @jmc8076
      @jmc8076 Год назад

      Some all SP or world index funds more equal weighted to sml caps vs large cap dominated.

    • @blackfiree91
      @blackfiree91 Год назад

      @@jmc8076 grammatical fail. Try again.

    • @dlg5485
      @dlg5485 Год назад +3

      The small cap impact in a total market index is so small it's practically nonexistent. Total market funds are dominated by mega cap big tech names, which nearly nullifies any small cap impact in those funds. This is why you must own separate small and mid cap indexes if diversification is your goal.

  • @johnyjsl9219
    @johnyjsl9219 Год назад

    he said "that is the $64 question", shouldn't it be "$64,000" question ??

  • @py8130
    @py8130 Год назад

    n the past 10 years, the second 5 years did not make the small cap stocks do better than the index than the first 5 years. Also, compare with index such as QQQ or VOO, not the small cap index alone.