Our Mission: Empower Do-It-Yourself Investors with Free Academic-based Research & Resources for Life-long Investing

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Distinguished AAII speaker Paul Merriman returns to our chapter with a compelling case to consider small cap in our portfolio strategy. Among the topics he will address:
  1. Why small cap value should be part of every portfolio
  2. How a 10% small cap value position could increase your returns by 30% without increasing portfolio risk
  3. What we can learn from 95 years of small cap value performance
  4. The 3 best and worst ways to invest in small cap value stocks
  5. How small cap value has performed in U.S. and international markets
  6. What is a reasonable long term return for small cap value
  7. How to select the best performing small cap value ETFs
  8. How retirees can use small cap value to increase the safe withdrawal rate
  9. What kind of investors could use a worldwide all value portfolio
  10. Why most small cap value investors will likely fail to get the long term premium they expected
  11. The historical returns of small cap value vs. technology funds
  12. Why I didn’t put all of a new grandchild’s long term investments in small cap value
  13. How to turn a $365 investment into a million dollar payoff with small cap value

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We are educators, not financial advisors. Our work is geared toward Do-It-Yourself investors but we always recommend seeking qualified and ethical fee-based professionals to discuss your unique life, goals, risk tolerance and the consequences of various investment decisions.