Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Small-Cap Stocks Are Making a Quiet Comeback in 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna dig into the Russell 2000's 0.9 percent weekly drop—and what it really says about the small-cap comeback story. They explore why larger caps like Meta are bouncing back while smaller names stay under pressure, and they unpack the concentration risk hiding in the S&P 500. With the index hovering near 7,672 and the Dow at 53,505, they question whether a truly diversified portfolio needs more than just the big tech names. They also look at how buybacks and index funds are reshaping the opportunity set for stock pickers, and they…
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