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Value After Hours E05 S23: Ian Cassel on Small and MicroCap Growth and Value, How He Finds Stocks

The Acquirers Podcast

CHAPTER

How to Evaluate Your Portfolio

I hate the setup but I love my portfolio. It's a pretty good dispersion around like it's not the worst data spread you've ever seen right as far as sort of showing a relationship that makes sense. And so those two combined together gives me this like expected return which is how I think about the portfolio so when it goes against me. The expected return goes up so I don't feel bad. How do you feel about the prospects of today's portfolio for you versus other times in history? What metrics are you looking at what are you thinking about when you do making that assessment?"

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