12 Small Cap Value Q & A's

Sound Investing · Nov 1, 2023 · 41m

Paul answers 12 questions from the AAII New York City Chapter October 2023

Meeting

The video can be watched here- https://www.youtube.com/watch?v=QjFlcDAlH1k

Paul's section begins at 08:40.

The following links are used in this presentation: Table B14B, ETF portfolios, and SPIVA Report

1. Do you recommend using index funds for international funds?

2. Since small cap value underperforms the S&P 500 for long periods of time, should SCV be avoided by those who are nearing retirement?

3. I don’t have small cap value available in my 401(k). Will a small cap blend fund have the same impact?

4. How…