Investments

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Forgetting Small-Cap Stock Is a Mistake (Video)

The small cap asset class represents companies with a relatively small market capitalization. Recall from prior posts that a company’s market capitalization is the market value of its outstanding shares. Companies are typically divided according to market capitalization: large-cap ($10 billion or more), mid-cap ($2 billion to $10 billion), and small-cap ($300 million to $2 …

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Risk Calculated

The Problem With Modern Portfolio Theory (Video)

Let us say you believe all the science around investing – that Modern Portfolio Theory (MPT) and Asset Allocation can improve risk adjusted returns over the long-run. Let us also say you have studied and mastered the skills which incorporate advanced statistical analysis required to design a portfolio with the optimum asset class mix to …

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IPO market

What is an IPO, and Should I invest in it? (Video)

With all the news around the Robinhood drama and the possibility of the firm going public, the IPO market seems to be gaining recognition.  In fact, 2020 was an unprecedented year for IPOs reminiscent of the 1990s.  What is an IPO, and should consumers invest in them?    Let us Explain IPO’s. IPO’s or Initial …

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