Small Caps

  • 26 Mar
    Small Cap ETFs Are Dangerous Right Now – Here’s A Better Way To Invest In Small Caps

    Small Cap ETFs Are Dangerous Right Now – Here’s A Better Way To Invest In Small Caps

    • Small cap U.S. stocks have outperformed everything in the last 9 years and are up 500%.
    • We’ll look at the fundamentals to see whether they are overvalued.
    • You always have to keep an eye on small caps. The current price doesn’t matter, you’ll see why.



    Introduction

    We know that stocks are generally overvalued and that small caps usually outperform other stock market segments, albeit with more volatility. Now, there has been a lot of talk about how even small caps are overvalued and are a part of the stock market to definitely avoid even if it’s tempting to search for opportunities where Wall Street is renowned for missing them. More →

    By Sven Carlin Investiv Daily Small Caps
  • 15 Aug
    Small Cap Value Stocks Have The Best Returns, But Can You Stomach The Catch?

    Small Cap Value Stocks Have The Best Returns, But Can You Stomach The Catch?

    • Historically, small cap value stocks are the best performers.
    • They don’t trade in sync with the market and often are waiting to be discovered.
    • The “waiting to be discovered” period can last for a few years.

    Introduction

    Almost a month ago we discussed how, from a risk-reward perspective given current valuations and historic performance, it isn’t a smart idea to invest in small cap growth stocks at the moment. Today we are going to discuss small cap value stocks to see if they will fare better on our long-term risk-reward scale. More →

  • 18 Jul
    Should You Bet On Small Cap Growth Stocks? Why It May Not Be A Good Option Now

    Should You Bet On Small Cap Growth Stocks? Why It May Not Be A Good Option Now

    • Small cap growth stocks only outperform in the two years after market bottoms.
    • At this moment they provide more risk and less returns than the S&P 500.

    Introduction

    While it’s possible to make money in the stock market, it’s not easy. One thing an investor should know well, and constantly assess, is their exposure to various kinds of stocks, from value and growth stocks to large or small caps. Each type of stock performs differently depending on the economic cycle. However, over the long term small caps and value stocks have outperformed the rest of the market. More →

  • 06 May
    Small Caps: Time to Invest?

    Small Caps: Time to Invest?

    • Small caps have lagged the S&P 500 in the last two years, but historically outperform it.
    • Stock pickers could find a gem in the small cap world but risks are also big.
    • Small caps are more related to the US economy than large caps.

    What Are Small Caps?

    Small caps are stocks with a relatively small market capitalization, usually between $300 million and $2 billion. One of the multitude of reasons behind investing in small caps is their growth potential, as it is generally considered that smaller companies have more growth opportunities due to untapped markets. More →

    By Sven Carlin Investiv Daily Small Caps