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Financial Gurus Collide: JL Collins and Paul Merriman Debate Wealth Strategies

Sound Investing

CHAPTER

Investing in Smallcap Value Stocks

This chapter debates the benefits of including smallcap value stocks in an investment portfolio compared to sticking with traditional indexes like the S&P 500. The speakers discuss the potential for higher returns and diversification by adding smallcap value components, emphasizing the historical performance and cyclical nature of different asset classes. The conversation highlights the importance of understanding risk and return trade-offs when considering investment strategies.

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