Couverture de Small But Mighty: Why Small Cap Stocks Belong In Your Portfolio

Small But Mighty: Why Small Cap Stocks Belong In Your Portfolio

Small But Mighty: Why Small Cap Stocks Belong In Your Portfolio

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In this episode, Aggie breaks down the history of small cap stocks and their potential benefits inside an equities portfolio.

Highlights:

  • Market Capitalization
  • Historical Returns
  • Outperformance
    • Undiscovered value
    • Growth headroom and nimble in their industries
    • Founders are hungry
    • M & A candidate
  • Potential for diversification
  • Potential Tax Mitigation Strategies
  • Private Equity Parallels

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