Small Caps Are Out-Performing - Should You Add to Asset Allocation?
Be Wealthy & Smart
Linda P. Jones
4.8 • 883 Ratings
🗓️ 12 September 2018
⏱️ 17 minutes
🧾️ Download transcript
Summary
Learn why you need small caps in your asset allocation.
Many people only have the S & P 500 Index in their portfolio and think they are well diversified. They aren't.
Here's why small caps are and why they belong in your portfolio. Performance for this year is stellar.
How are international and emerging markets performing? Which ones are best and worst?
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Transcript
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| 0:00.0 | Be Wealthy and Smart, episode 456. If y'all know what I mean put your hands up and declare with me |
| 0:13.4 | Yeah, I'm full of bed ech, ech, |
| 0:16.7 | I'm gonna live the good life |
| 0:20.9 | The beautiful and glorious life Good Life. |
| 0:25.0 | Step into a world of wealth and financial freedom without budgets, boredom or bosses, on be wealthy and smart. And now here's your host, Linda P. Jones. |
| 0:37.0 | Welcome to Be Wealthy and Smart. I'm Linda P Jones, America's Wealth Mentor. |
| 0:41.0 | Empowering women and men worldwide to financial freedom. |
| 0:45.1 | On today's show, we're going to talk about why you need small caps in your portfolio. |
| 0:50.8 | And this may seem like it's a little different topic, |
| 0:55.0 | or you might be thinking, well, good. |
| 0:58.0 | I've been wondering about small caps. |
| 1:00.0 | Well, first of all, what are small caps? |
| 1:02.0 | It means small capitalization, |
| 1:05.0 | which is typically defined as a market value |
| 1:08.8 | of $400 million to $1.8 billion |
| 1:12.3 | when they are a small cap. |
| 1:15.0 | Small cap means they're smaller companies. |
| 1:18.0 | Sometimes these are companies that you've never heard of |
| 1:20.0 | because they're pretty small, they're newer perhaps, haven't been around as long sometimes, |
| 1:26.0 | and they haven't grown into the huge companies that you're used to that you've been buying brands |
| 1:32.4 | that are household names for years and |
| 1:34.7 | years. These are the companies before they're really household names and sometimes |
... |
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