2min chapter

The Money with Katie Show cover image

How to Start Investing Successfully with Just Two Funds

The Money with Katie Show

CHAPTER

Small Cap Value - The Biggest Loss in Returns Over 40 Years

Small cap value stocks are pretty volatile, and that's merriman advises having just ten % of the portfolio and small cap value. The last i checked, the average annual return for small cap value was around 14%. This basically just means that, since you're accepting more risk in your portfolio with the small cap value, you have a decent historical chance of achieving higher returns than you would otherwise without the small Cap Value fund.

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