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Should You Invest In  Small and Mid Cap Stocks? Is Now the Time?

Should You Invest In Small and Mid Cap Stocks? Is Now the Time?

FromMoney For the Rest of Us


Should You Invest In Small and Mid Cap Stocks? Is Now the Time?

FromMoney For the Rest of Us

ratings:
Length:
26 minutes
Released:
Jan 12, 2022
Format:
Podcast episode

Description

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 capital asset pricing model and how do academics use it to identify outperforming factorsHow value, momentum, and quality drive small-cap stock outperformanceHow to invest in small and mid-cap stocksThanks to Policygenius for sponsoring the episode.For more information on this episode click here.Show NotesThe Morningstar Active/Passive BarometerInitial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of FloridaThe Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin SanthakumarThe Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van VlietFactor Timing: Keep It Simple by Michael Aked—Research AffiliatesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Released:
Jan 12, 2022
Format:
Podcast episode

Titles in the series (100)

A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com