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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: Hello Folks:

Now that Chairman Powell has clearly stated that people should NOT expect aggressive rate cuts, how do you think it will impact Small caps? Will they languish for some more time?

IF, a big IF, Small caps do come alive, do you think one should hold more of Small cap growth or Small cap Value?

Also your word of wisdom about buying Small caps over Mid caps? Wouldn't the latter (Mid caps) benefit more if the interest rates remain the same, more or less? Here the assumption is that the rate cuts will benefit Small caps.

Many thanks in advance!
Read Answer Asked by Savalai on December 20, 2024
Q: What etf (s) do you like US small cap for a USD account
Read Answer Asked by GRAHAM on December 12, 2024
Q: Please offer your top 3 sector ETFs (US) with highest conviction for overall return, over the next 3 years.

Where would IJS rank ?

Thank you .
Read Answer Asked by Amir on April 04, 2023
Q: Hi,

If one would want to start with 1/3 position in a small cap value etf or mutual fund in tsfa, which ones would you be inclined to buy?

I did a fast scan and IJS looks pretty good, your thoughts?
Are you aware of any mutual fund that's worth a look? And lastly, are there any cons in holding US etf's in a tsfa?

Thank you
Rino

Also,
Read Answer Asked by Rino on October 13, 2021
Q: Hi Team,

I am interested in diversifying my portfolio into small cap value ETFs in the U.S. and outside the U.S. With respect to the above, I am considering investing in VIOV and AVDV. Are there other ETFs that you would recommend that I should look into with respect to small cap value ETFs in the U.S. and outside the U.S.


Thanks

George
Read Answer Asked by George on June 29, 2021
Q: I've read that total market ETF's such as ITOT include a component of unprofitable small caps that can cause a drag on performance. It was recommended instead to go with an S&P 500 ETF suchs as VOO, and supplement this with a mid/small cap ETF that follows an index that screens out low profitability, such as IJS or IUSV. What's your opinion of this strategy?
Read Answer Asked by Camille on April 17, 2019
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