Why the Small Value Tilt Works: A Psychological Perspective on a Persistent Premium
In my portfolio, I use a small value tilt—an overweighting toward stocks that are small and value-oriented. Is that still a good idea?
Oftentimes, investors become fixated on designing the perfect investment portfolio. The truth is that no one knows which portfolio is going to outperform in the future. But it sure is fun to talk about.
In my portfolio, I use a small value tilt—an overweighting toward stocks that are small and value-oriented. Is that still a good idea?
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