four
5,087 posts
msg #147306
- Ignore four
modified |
4/11/2019 12:34:37 AM
I don't have a small cap strategy. However, here is a possiblity...
No sarcasm. Just facts.
Here is a strategy for small cap. Maybe hire someone. The returns are not shabby .
https://www.roycefunds.com/funds/royce-small-cap-leaders-fund/rohhx
Outperformed Russell 2000 for the 15-Year period as of 03/31/19.
-- not by much --
-- overall up market --
15YR
Small-Cap Leaders 8.11
Russell 2000 8.04
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Nobody
404 posts
msg #147327
- Ignore Nobody |
4/11/2019 9:46:04 PM
Thank you everyone
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davesaint86
725 posts
msg #147338
- Ignore davesaint86 |
4/12/2019 3:38:55 PM
https://www.portfoliovisualizer.com/test-market-timing-model?s=y&coreSatellite=false&timingModel=6&startYear=1985&endYear=2019&initialAmount=10000&periodicAdjustment=0&adjustmentAmount=0&inflationAdjusted=true&adjustmentPercentage=0.0&adjustmentFrequency=4&symbols=VFINX+VINEX&singleAbsoluteMomentum=false&volatilityTarget=9.0&downsideVolatility=false&outOfMarketAssetType=2&outOfMarketAsset=VUSTX&movingAverageSignal=1&movingAverageType=1&multipleTimingPeriods=true&periodWeighting=2&normalizeReturns=false&windowSize=1&windowSizeInDays=105&movingAverageType2=1&windowSize2=10&windowSizeInDays2=105&volatilityWindowSize=0&volatilityWindowSizeInDays=0&assetsToHold=1&allocationWeights=1&riskControl=false&riskWindowSize=10&riskWindowSizeInDays=0&rebalancePeriod=1&separateSignalAsset=false&tradeExecution=0&timingPeriods%5B0%5D=1&timingUnits%5B0%5D=2&timingWeights%5B0%5D=33&timingPeriods%5B1%5D=3&timingUnits%5B1%5D=2&timingWeights%5B1%5D=33&timingPeriods%5B2%5D=6&timingUnits%5B2%5D=2&timingWeights%5B2%5D=34&timingUnits%5B3%5D=2&timingWeights%5B3%5D=0&timingUnits%5B4%5D=2&timingWeights%5B4%5D=0&volatilityPeriodUnit=2&volatilityPeriodWeight=0
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