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How to Deploy Cash on the Sidelines

Ask The Compound

CHAPTER

Exploring Small Cap and Micro Cap Premiums in Investment Choices

This chapter delves into the historical performance and relevance of small cap stocks, highlighting periods of outperformance compared to large caps. The hosts discuss the cyclical nature of small cap vs. large cap performance, the evolving size standards for micro cap companies, and inheritance rules related to Roth IRAs and Roth 401ks in specific scenarios.

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