Minyanville article: Small Cap Strategy - Lose the Weight

My Minyanville article this week discusses the merits of underweighting small caps.

"Throughout the credit-enhanced era, small-cap issues were one area where investors were well-advised to overweight in their portfolios. As history informs us, small-cap stocks outperform large caps due to their (on average) higher growth rates and (generally) greater risk. Greater risk equals greater rewards. Recently, however, circumstances have changed, and small caps look to bear the brunt of..."

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