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Navigating ETF Strategies: Small Caps and Market Trends
This chapter compares the expertise of ETF strategists with the nostalgic era of video stores, emphasizing the thoughtful selection of investment portfolios. It discusses strong performances from small-cap stocks and equal-weighted portfolios in the past year while highlighting the importance of innovation in investment strategies for 2025. The conversation also addresses market challenges, the implications of overvaluation in large-cap equities, and the strategic rationale for incorporating small-cap funds.