Investing in Small Cap Value Funds

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The macro allocation principle applies when you are looking at types of investments that are just different. A small cap value fund is going to have a high correlation to other stock funds because it's a sub-asset class of a broader total asset class. Most people spend far too much time jiggering around with stock funds and not considering what else is in there, says O'Funkmaster.

In this episode we answer questions from MyContactInfo, Wesley and Adam. In a tour de force presentation, we discuss Michael Mauboussin's book, "The Success Equation: Untangling Skill and Luck in Business, Sports and Investing", the implications of an all small-cap value portfolio and applying the ideas of Bruce Lee and Emerson to Jack Bogle's "Common Sense Investing". And we also take a frolic and detour into the Twilight Zone.

Links:

CFA Institute Book Review the The Success Equation: The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (a review) (cfainstitute.org)

Twilight Zone Episode Clips: Twilight Zone: Of Late I Think Of Cliffordville - YouTube

Earn & Invest Podcast (#349) Interview of Paul Merriman: Are We Leaving Money on the Table? — Earn & Invest (earnandinvest.com)

Rational Reminder Podcast Interview of Vanguard's Former CIO: Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity — Rational Reminder

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