The evidence is mounting… An epic rally in small-caps stocks is about to be unleashed. I don’t expect our large-cap “Tech Titans” portfolio to become a total slouch as this happens. But I’ll bet our unconstrained, small-cap leaning “All Markets” portfolio will strongly outperform over the next six to 12 months.
Read MoreWe talked a few weeks ago about the higher volatility we experience in our small-cap leaning “All Markets” portfolio relative to the “Tech Titans” portfolio. Weathering that volatility comes with a benefit, though: higher returns. Today, we’ll explore another benefit I see in the All Markets portfolio … a benefit that relates to sector diversification, or concentration, depending on how you look at it.
Read MoreAre we on the verge of a massive, bullish breakout in small-cap stocks? Two data points point to the answer being, yes! First, a piece of analysis from Bespoke Investment Group …
Read MoreI noted last week how earnings season was spurring big price moves in some of our holdings…
Read MoreFirst off, a quick interim update on the performance of our portfolios, now at the midway point of our four-week holding period… The “All Markets” portfolio is up about 1%, and the “Tech Titans” portfolio has gained about 2%. Meanwhile, the blended average of the four passive benchmarks we track is down about 0.25%.
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