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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently hold CALF and SLYV-A as part of my small-cap part of my portfolio. SLYV is up 21.05%, while CALF is only 5.21% in one year. IWM is up 28.42% in the same period. I want to sell CALF and buy IWM. Alternatively, buy IWR as a mid-cap may have better potential.
Read Answer Asked by Numa on December 11, 2024
Q: Hi:
I own IJR for usa small caps. Could you suggest an etf for mid caps?
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: Hi group going fwd at this point which is the best ETF in the Russell group of ETFs value or growth, small cap or mid cap or? Thanks
Read Answer Asked by Terence on December 11, 2020
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