Victory Private Wealth Podcast: Where Smart Money Wins!

Small But Mighty: Why Small Cap Stocks Belong In Your Portfolio

Victory Private Wealth LLC Season 1 Episode 11

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0:00 | 10:09

In this episode, Aggie breaks down the history of small cap stocks and their potential benefits inside an equities portfolio.

Highlights: 

  • Market Capitalization
  • Historical Returns
  • Outperformance
    • Undiscovered value
    • Growth headroom and nimble in their industries
    • Founders are hungry
    • M & A candidate
  • Potential for diversification
  • Potential Tax Mitigation Strategies
  • Private Equity Parallels

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