The divergence in performance between large and micro-cap has
ballooned lately and is at all-time high. Load up on small caps
No doubt this has been exacerbated by the passive investment
strategies associated with chasing the indices (this will blow up
like all other strategies at some future time). In the end,
it comes down to properly valuing a business which is masked with
indexing.
StockReversals Comments
Posted by steve on 2nd of Sep 2019 at 09:53 pm
The divergence in performance between large and micro-cap has ballooned lately and is at all-time high. Load up on small caps
No doubt this has been exacerbated by the passive investment strategies associated with chasing the indices (this will blow up like all other strategies at some future time). In the end, it comes down to properly valuing a business which is masked with indexing.
So basically the IWM has
Posted by deep on 2nd of Sep 2019 at 10:14 pm
So basically the IWM has to play catch up or everything else has to tank ...