Small Caps Underperformed Large-Cap Stocks in 2015

Small Caps Underperformed Large-Cap Stocks in 2015

Larger-cap stocks that are above $ 10 billion make up 87.3% of the Financial Select Sector SPDR Fund (XLF). These stocks fell 2.4% in 2015 and 2.6% during December 2015. In comparison, the broad-market based S&P 500 ETF (SPY) fell 0.8% during the past year. Continue reading at marketrealist.com

Why you should buy big bank stocks NOW

Big banks faced a rough end to 2015 followed by a significant sell-off on the first trading day of 2016, but one analyst says now is the time to buy these large-cap bank stocks. “Banks trade with the global economic environment, so clearly there’s been … Continue reading at cnbc.com

Small Caps Underperformed LargeCap Stocks in 2015

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The Top 5 Large-Cap Oil Stocks for 2016 (SLB, CVX)

The market has not been friendly to the price of crude oil or oil companies during 2015. The battering began when prices fell off a cliff during the last six months of 2014. Crude oil was trading over $ 100 a barrel in June 2014. It began in 2015 trading … Continue reading at investopedia.com

Large Cap

6 Must-Own Small-Caps From The S&P SmallCap 600 Index

… provide higher returns and bear greater risk in the long term than large caps do, the conclusion loses ground in shorter horizons. Regardless of the findings, I picked 6 stocks from the S&P SmallCap 600 Index that are likely to outperform most low … Continue reading at seekingalpha.com

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Small Caps Underperformed LargeCap Stocks in 2015

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* Warren Buffett is a great investor. He has built his career on "Value investing". When Buffet's returns are compared to an index of Large Cap Value index of the USA, his returns fall right in line with the Value index. It is still impressive, but much of the extra return that Buffet has gotten may be explained by the relative "value effect" that is well known today. Fama and French have the most impressive data and Fama won the Nobel Prize in economics for his work. The problem with investing in Value companies (or smaller or ex-USA for that matter) is at times portfolios (like Buffet's) will underperform the S & P 500. We like to slightly tilt our portfolios toward value and small because the eighty years of data in the US and 40 years of data in the rest of world shows that investors are rewarded by tilting portfolios. Right now- where is the greatest value? Check out the video! Thanks, Kevin

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