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Investment Strategies / Mechanical Investing
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Author: Baltassar   😊 😞
Number: of 3959 
Subject: Re: Who is having success with smallcaps?
Date: 12/13/2023 1:35 AM
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The last five years have been tough for small-caps (ten years, indeed). Stockcharts shows IJR up 37% since 30 Nov 2018; SPY is up 83%. Take the comparison back to 2013, it's about the same. Presumably this kind of disparity won't last indefinitely. But ten years is a long time, and I'm not aware of any natural law that would rule of twenty years.

I have long since switched to ETFs as my investment vehicles. They tend to keep you out of asset classes that have the wind in their face. That way, when you go down, you down with the ship! You don't have to watch it sail away after you've been thrown overboard.

Baltassar



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