2min chapter

The Compound and Friends cover image

The Texas Hedge

The Compound and Friends

CHAPTER

Small Caps Are More Attractive Than Large Caps

Small caps have had their worst 18 months period of under performance relative to large caps in the last 20 years. Nearly 50 % of all small caps trade below 15 times forward p e. But if you're an investor and you're not looking like do generate alpha, but you just want to put small caps in your portfolio, is there a better thing to do than just on the russell two thousand? Ye. It really comes down to sector by sector where i think the relative estima heve ability is better.

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