Build Focused Portfolios That Beat The Market: Dreifus

Описание: One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much wider universe of laggards, value and small-cap stocks in particular.
In 2020 that divergence blew up. Small-cap went from worst to first. The year began disastrously. Small-caps ended the year with their best quarterly gain ever, a stunning 31% advance in the index, handily beating large-caps for the quarter.

When it was all over the Russell 2000 had gained 101.3% from its March 18th low to year-end, although it lagged large-cap and tech for the entire year.

We have a WEALTHTRACK exclusive this week with an investment legend whose specialty is in-depth financial analysis in the small-cap universe. He is Charlie Dreifus, lead portfolio manager of the Royce Special Equity Fund

Before delving into small-caps I asked Dreifus to share his perspective on current market conditions based on his half-century of managing money. A hint: he told me "I've seen this movie before, and it doesn't end well."

00:00 Hello
01:05 Introduction
03:13 Interview with Charles Dreifus
23:06 "One Investment" INVESTMENT RETURN BOOSTER
25:20 "Action Point" TAKE SOME RISK OFF THE TABLE

WEALTHTRACK #1732 broadcast on February 05, 2021

More info: https://wealthtrack.com/royce-special...