Weekly Report: what happened at JSML last week (0415-0419)?

IWO: Unconvincing Small Cap Growth ETF

IShares Russell 2000 Growth ETF (IWO) holds 1000+ stocks of the Russell 2000 Index with relative high growth and valuation metrics. The fund is a direct competitor to the parent index Russell 2000 and tracks the same index. IWO has underperformed competitors over the last 8 years. The portfolio is well diversified across sectors and holdings.

Should Janus Henderson Small Cap Growth Alpha ETF (JSML) Be on Your Investing Radar?

Weekly Report: what happened at JSML last week (0408-0412)?

Is Janus Henderson Small Cap Growth Alpha ETF (JSML) a Strong ETF Right Now?

Weekly Report: what happened at JSML last week (0401-0405)?

Janus Henderson Small Cap Growth Alpha ETF declares quarterly distribution of $0.0531

Weekly Report: what happened at JSML last week (0325-0329)?

Hope Springs Eternal, Again, For Small-Cap Equities

Small-caps have fallen well short of expectations that a risk premium in lesser companies would deliver superior returns over the broad market. The so-called small-cap premium has been elusive in recent years. Some analysts say small caps are poised to run hot in the US.

Weekly Report: what happened at JSML last week (0318-0322)?

Why Stocks Can Survive Bond Market Bumps

Weekly Report: what happened at JSML last week (0311-0315)?

Weekly Report: what happened at JSML last week (0304-0308)?

Growing Divergences In Small Vs. Large Caps

Weekly Report: what happened at JSML last week (0226-0301)?

Weekly Report: what happened at JSML last week (0219-0223)?

VIOG: No Competitive Advantage Over VBK

Vanguard S&P Small-Cap 600 Growth Index Fund ETF holds 300+ small caps showing high growth metrics relative to peers. Another small-cap growth ETF by Vanguard, VBK, has a similar performance, a lower fee, and higher trading volumes. VIOG is more expensive than the parent index and has better growth metrics. The fund has 342 holdings and a dividend yield of 1.20%.

Small-Cap Stocks May Be At Risk According To NFIB Data

Small and mid-sized businesses comprise a substantial percentage of the U.S. Economy. Retail investors have started chasing small-cap stocks in hopes of a rate cutting cycle and avoiding a recession. The primary economic data points continue to be low unemployment, strong economic growth and declining rates of inflation.

Equity Market Expectations In 2024

Asset Allocation Expectations In 2024

Home Investing Strategy Portfolio Strategy Asset Allocation Expectations In 2024. Todd Jablonski, CFA, shares his outlook for the markets in 2024. The factors we are most concerned about in 2024 will move investors in a new direction. The second factor is the pace of Federal Reserve easing in 2024, he says.