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Ted, thanks for posting the article on small caps. In my well diversified portfolio currently small cap funds make up about 15% of the growth area of my portfolio with mid caps making up about 25%. With this, that leaves about 60% to the large cap space.
Here is some interesting facts on my small/mid cap sleeve. It is currently 6.25% below its fifty two week high and has a TTM P/E Ratio of 17.4 with forward estimates at 16.3. It has a dividend yield of about 1.2%. and its year-to-date return is 2.3% as of Fridays’ market close.
Small/mid caps are drawing some of my attention and should my small/mid cap sleeve soon drop to about 7.5% below its fifty two week high ... Then, I’ll possibly add a little more to these positions. I did do a little buying last week in the small/mid cap space based on their recent weekness but now I am awaiting additional weakness before buying more and increasing them up to perhaps around 20% of the growth area.
High valuation of smaller caps make this asset class less attractive rather to the larger caps. In today's slow growth environment, it is better to own blue chip stocks with global exposure.
Comments
Ted, thanks for posting the article on small caps. In my well diversified portfolio currently small cap funds make up about 15% of the growth area of my portfolio with mid caps making up about 25%. With this, that leaves about 60% to the large cap space.
Here is some interesting facts on my small/mid cap sleeve. It is currently 6.25% below its fifty two week high and has a TTM P/E Ratio of 17.4 with forward estimates at 16.3. It has a dividend yield of about 1.2%. and its year-to-date return is 2.3% as of Fridays’ market close.
Small/mid caps are drawing some of my attention and should my small/mid cap sleeve soon drop to about 7.5% below its fifty two week high ... Then, I’ll possibly add a little more to these positions. I did do a little buying last week in the small/mid cap space based on their recent weekness but now I am awaiting additional weakness before buying more and increasing them up to perhaps around 20% of the growth area.
Old_Skeet