5min chapter

Bogleheads® Live cover image

Rick Ferri, CFA on asset allocation

Bogleheads® Live

CHAPTER

Understanding Small Cap Value Investments and Their Long-Term Outlook

This chapter explores the dynamics of investing in small cap value companies, focusing on discount rates and the risks that accompany potential high returns. It advises a long-term investment horizon of at least 25 years and underscores the importance of realistic expectations and diversification in a portfolio.

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