Questions tagged [small-cap-stocks]

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2
votes
1answer
115 views

Diversify your ETF portfolio from your job in the financial industry

I currently have 50% ZAG.TO, 35% XAW.TO, 15% VCN.TO. My current compensation at work is highly correlated to the performance of the financial industry in Canada (i.e. the top 5 banks). XAW holds 10% ...
3
votes
1answer
88 views

Does it make sense for UK private investors to invest in “micro cap” funds/trusts, or are there better ways to access this sector (e.g VCTs)?

"Micro cap" trusts/funds seem to be an interesting corner of the UK investment universe (I'm thinking of MINI, RMMC, Downing's fund and new trust; perhaps WPCT too), at least for those with the ...
4
votes
3answers
438 views

Is investing exlusively in a small-cap index fund a wise investment?

I'm 26 live in the UK and do not own a home. I have a regular income of which I save about 33% off after tax and I've good job security. I'm single with no children. I've 60% of my savings in a P2P ...
0
votes
2answers
448 views

How do I calculate what percentage of my portfolio is large-, mid- or small- cap?

I live in India, I've invested in some equity mutual funds (that invest in the domestic market). Each of them has some money in mid-cap stocks and some in large-cap. In fact, one of my funds was ...
3
votes
1answer
240 views

Argument against small-cap investment

I just finished John Bogle's Common sense investing and I think I am convinced that investing in Index Fund is a great idea. Now, I really thought it would be a simplistic choice but I really was ...
1
vote
4answers
2k views

Is it smart to only invest in mid- and small-cap stock equity funds in my 401(k)?

Historically, mid-cap and small-cap company stocks have outperformed the market. Correct? Since I'm not going to touch the money in my 401(k) in over 40 years, wouldn't it make sense to invest ...
8
votes
1answer
2k views

How do small cap stocks perform vs. large cap stocks (like Dow constituents) during bear trends?

Does anyone have any good information on how small cap stocks, e.g. < $500M, perform during bear trends and/or recessions in comparison to large cap stocks like the Dow Jones Industrial Average ...
3
votes
1answer
2k views

Why do PE ratios for small cap stocks tend to be greater than those for large cap stocks?

As a general rule, why is the PE ratio of small cap stocks greater than the PE ratio of large cap stocks? Is it just a coincidence? Or is there a reason?