stock market index
RVT: 12% Discount, 8% Yield, Small-Cap Exposure: Royce Value Trust (RVT) has 7.74% yield, overweight holdings in industrials, financials, tech & materials ...
seekingalpha.com/article/4684592-rvt-12-percent-discount-8-percent-yield-on-small-cap-exposure
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Quick Glance: RVT: Attractive Yield and Small-Cap Exposure
- Interested in above-average yields in the small-cap sector? The Royce Value Trust (RVT) offers broad investment opportunities and has been managed by the same portfolio manager since 1986.
- RVT pays variable quarterly distributions and currently yields 7.74%. Despite challenges due to rising rates in 2022-2023, distribution coverage has been improved.
- RVT's performance mirrors the movements of the Russell 2000 index and has outperformed the index in up years in the past.
- Trading at a current discount of 12.63% to NAV per share, RVT is attractively priced and has a lower P/E ratio than the industry average.
Russell 2000? It’s the Russell 2, Thanks to Super Micro and MicroStrategy.: The small cap index’s rough start to the year would have been worse if not for Super ...
barrons.com/articles/russell-2000-large-caps-inclusion-ae9ea856
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Small stocks, big problems: Does size matter any more? FT Alphaville examines the ‘death of small-caps’ narrative
ft.com/content/abfbf19e-f963-4c1b-b69e-7bef8896e8cd
IWO: Unconvincing Small Cap Growth ETF: iShares Russell 2000 Growth ETF (IWO) holds 1000+ stocks of the Russell 2000 Index with relative high growth and ...
seekingalpha.com/article/4684993-iwo-unconvincing-small-cap-growth-etf
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Russell 2000? It’s the Russell 2, Thanks to These Stocks.: The small cap Russell 2000’s index’s rough start to the year would have been worse if not for Super ...
on.barrons.com/3vZ94hN
How to invest, 24 stocks to buy with 'untapped firepower': Oppenheimer: Small- and mid-sized companies are catching fire and have plenty of upside with US stocks ...
businessinsider.com/how-to-invest-stocks-to-buy-small-caps-rally-oppenheimer-2024-4
Large-Growth Stocks Are Overvalued. Small-Value Stocks Are Undervalued. Here’s Why It Matters
morningstar.com/portfolios/large-growth-stocks-are-overvalued-small-value-stocks-are-undervalued-heres-why-it-matters
Bernzott Capital Advisors U.S. Small Cap Value Fund Q1 2024 Commentary: The portfolio gained +8.5% on a net basis, well above the R2000V’s advance of +2 ...
seekingalpha.com/article/4685240-bernzott-capital-advisors-us-small-cap-value-fund-q1-2024-commentary
7 Microcaps To Buy Ahead Of Possible Russell 2000 Inclusion: The Russell inclusion for 2024 will add stocks to the index with market caps around $184 million ...
seekingalpha.com/article/4684743-7-microcaps-to-buy-ahead-of-possible-russell-2000-inclusion
Paid articlePaid Heartland Value Fund Q1 2024 Portfolio Manager Commentary: For Q1 2024, the Heartland Value Fund returned 6.7%, outperforming the 2.9% gains for the Russell ...
seekingalpha.com/article/4684259-heartland-value-fund-q1-2024-portfolio-manager-commentary
AVUV: The One Actively Managed Fund That I Like: The Avantis US Small Cap Value ETF offers diversification benefits and has outperformed its indices ...
seekingalpha.com/article/4683826-avuv-the-one-actively-managed-fund-that-i-like
Paid articlePaid ClearBridge Small Cap Strategy Q1 2024 Portfolio Manager Commentary: The ClearBridge Small Cap Strategy underperformed the benchmark Russell 2000 Index in the ...
seekingalpha.com/article/4683113-clearbridge-small-cap-strategy-q1-2024-portfolio-manager-commentary
Vulcan Value Partners Q1 2024 Letter: All strategy composites of Vulcan Value Partners produced positive returns; several were ahead of their benchmarks ...
seekingalpha.com/article/4683131-vulcan-value-partners-q1-2024-letter
IWN: Appealing Valuation, Underwhelming Performance: iShares Russell 2000 Value ETF combines size and value, two factors of the Fama-French model ...
seekingalpha.com/article/4683103-iwn-appealing-valuation-underwhelming-performance
Paid articlePaid What To Buy After You Sell The Russell 2000: The S&P 600 and the CRSP Small Cap Index do not suffer from the same issues as the Russell 2000 ...
seekingalpha.com/article/4681871-what-to-buy-after-you-sell-the-russell-2000
Paid articlePaidQuick Glance: Buy Recommendations Post Russell 2000 Sell
- It is recommended to exit the Russell 2000 due to structural deficiencies while Small-Cap ETFs such as IWM or VTWO that track this index should be sold in front of the annual rebalancing in June.
- For the small-cap weighting in the portfolio, investors should consider IJR, VB, or AVUV depending on preferences for actively managed versus passively managed investments and their view of the short-term future.
- IJR tracks the S&P 600 passively and contains companies that are on average smaller than those in CRSP and Russell 2000, making it more of a small-cap "Pure Play".
- AVUV has a superior track record and Morningstar rates it five stars. It benchmarks the Russell 2000 Value Index and may be able to avoid seasonal issues as it is actively managed.
US small-caps suffer worst run against larger stocks in over 20 years: Unusually big performance gap opens up as investors drive up big tech stocks while ...
ft.com/content/e0029cb2-df39-41bd-b17b-808503b240c3
Cheesecake Factory, Stericycle, and 3 More Small-Cap Stocks Poised to Rebound: Suzanne Franks, a small-cap manager at First Eagle, looks for companies with the ...
barrons.com/articles/cheesecake-factory-stericycle-small-cap-picks-suzanne-franks-8763ccd3
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📈 Top-performing Russell 2000 stocks year to date:
1) Viking Therapeutics, Inc. $VKTX - Price Change: +386.94%
2) Janux Therapeutics, Inc ... Show more
Cash Flow, Profitability And Weirdly Undervalued Russell 2000: Why Austin Hankwitz is focused on profitability and cash flow. Weirdly undervalued Russell 2000.
seekingalpha.com/article/4673292-cash-flow-profitability-and-weirdly-undervalued-russell-2000
Paid articlePaid For The Week:
* S&P 500: +0.95%
* Nasdaq: +1.74%
* Dow: -0.11%
The Russell 2000 ends at 2076.4, its highest close since March 2022
As Election Jitters Grow, Here's Why Stocks Can Keep Rising: The Trump vs. Biden drama makes a stock market forecast tricky. But is the rally telling us ...
investors.com/news/stock-market-forecast-trump-vs-biden-presidential-election/
Russell 2000 Breaks Out From Big Base, Still 20% Upside To New Highs (Technical Analysis)
seekingalpha.com/article/4671168-russell-2000-breaks-out-from-big-base-still-20-percent-upside-to-new-highs-technical-analysis
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AI is driving a market bubble that's unlikely to burst, veteran advisor says: Bob Parker says a lack of investor leverage means the current boom is different to ...
cnbc.com/2024/03/01/veteran-advisor-sees-signs-of-a-market-bubble-but-not-of-it-bursting.html
The S&P 500 is poised for best start to year since 2019 | Mint: Resilient corporate profits, enthusiasm around AI and hopes that the Fed will cut rates have ...
livemint.com/market/stock-market-news/the-s-p-500-is-poised-for-best-start-to-year-since-2019-11711601470291.html
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Stocks are surging higher with the S&P 500 nearing 5,000 for the first time. To explain the rise, we recently asked some top Wall Street strategists to weigh ... Show more yhoo.it/4bvuC5k
Quick Glance: S&P 500 Surpasses 5,000 Milestone
- S&P 500 rose 0.6% on Friday, closing at 5,026.61.
- Index up over 5% this year, nearly 40% from October 2022 low.
- Russell 2000 rose 1.5% on Friday, tech giants drive index.
- Tech companies like Meta and Microsoft report significant profit increases.
Super Micro Computer Is the Only Stock That Counts in the Russell 2000 Index This Year
barrons.com/articles/super-micro-stock-russell-2000-720b59cd
Paid articlePaid No, We Are Not In A Bubble And Small-cap Stocks Don't Need To Participate, Says Inside Edge Capital's Tod
benzinga.com/general/24/02/37041582/no-we-are-not-in-a-bubble-and-small-cap-stocks-dont-need-to-participate-says-inside-edge-capitals-to
Big Stocks Aren’t the Only Play. It’s Time to Look at Smaller Ones.: Higher interest rates adversely impact smaller companies because they need more money to pay ...
barrons.com/articles/small-cap-stocks-outperform-market-08698b60
Paid articlePaid Is Your Index Fund Tracking the Right Index? Here’s What to Look For: Understanding these 6 qualities of the best indexes can help investors choose among ...
morningstar.com/etfs/6-traits-best-indexes-2
Small-cap stocks are on a volatile streak. Should investors bet on a turnaround?: A volatile stretch in small caps is just an ‘opportunistic rotation’ into the ...
marketwatch.com/story/small-cap-stocks-havent-been-this-volatile-in-nearly-a-year-what-it-means-for-the-long-suffering-sector-d79a2567
Is Your Index Fund Tracking the Right Index? Here’s What to Look For: Understanding these 6 qualities of the best indexes can help investors choose among ...
morningstar.com/etfs/6-traits-best-indexes-2
How American Is Your U.S. Equity Portfolio?: Globalisation may have peaked, considering recent geopolitical tensions, with a potentially greater impact on the ...
seekingalpha.com/article/4670074-how-american-your-us-equity-portfolio
Paid articlePaid IWO: Diverging From IWF, But Can Still Catch Up: iShares Russell 2000 Growth ETF is behind iShares Russell 1000 Growth ETF and the unlikelihood of their ...
seekingalpha.com/article/4665854-iwo-diverging-from-iwf-but-can-still-catch-up
Paid articlePaid ClearBridge Small Cap Value Strategy Q4 2023 Portfolio Manager Commentary: The ClearBridge Small Cap Value Strategy underperformed its Russell 2000 Value Index ...
seekingalpha.com/article/4664059-clearbridge-small-cap-value-strategy-q4-2023-portfolio-manager-commentary
The Boyar Value Group's Q4 2023 Letter: The Boyar Value Group’s latest quarterly letter (Q4 2023) has been released. Click here to read the full fund letter.
seekingalpha.com/article/4664614-the-boyar-value-groups-q4-2023-letter
What’s the Stock Market ‘January Effect’? Is It Real?: For decades, a popular theory has held that US stocks tend to rise more in January than in other months ...
bloomberg.com/news/articles/2024-01-17/what-s-the-stock-market-january-effect-is-it-real
5 ways to invest as small caps bounce back: Strategy chief: Small caps are historically cheap but have several catalysts that can drive gains ...
businessinsider.com/how-to-invest-small-caps-stock-market-rally-sector-outlook-2024-1
Paid articlePaid Liberty Park Capital Q4 2023 Letter To Partners: Liberty Park Fund's value increased 4.29%, net of fees, in Q4 2023 vs. a 14.03% increase in the Russell 2000 ...
seekingalpha.com/article/4663744-liberty-park-capital-q4-2023-letter-to-partners
S&P 500 hits a record, but many US stocks are still in a bear market: Higher interest rates have dragged down the Russell 2000 index, which tracks small-cap US ...
businessinsider.com/stock-market-crash-interest-rates-inflation-russell-2000-small-caps-2024-1
Palm Valley Capital Fund Q4 2023 Commentary: For the three months ending 12/31/023, the Palm Valley Capital Fund increased 4.00%. For the year, the Fund rose 9 ...
seekingalpha.com/article/4661465-palm-valley-capital-fund-q4-2023-commentary
DFSV: Actively Managed ETFs Lead The Small Cap Value Style (Rating Downgrade): Dimensional US Small Cap Value ETF is an actively managed fund holding over 1000 ...
seekingalpha.com/article/4662337-dfsv-actively-managed-etfs-lead-small-cap-value-style-rating-downgrade
Paid articlePaid Stock market outlook: Small cap stocks to soar 60% in 2024: "Small caps relative to the S&P 500 on a price-to-book basis is back to where it was in 1999 ...
markets.businessinsider.com/news/stocks/stock-market-outlook-small-cap-stocks-big-upside-valuation-signal-2024-1
Small-Cap Stocks Are Close to Breaking Out. Look for This Data Point.: Small-caps are getting closer to beginning an advance that will last for more than a few ...
barrons.com/articles/small-cap-stocks-breaking-out-79259a27
Paid articlePaid More than 10% move in Russell 2000 Index, an index of small-cap stocks, hasn't historically been bearish events, says Carson Group analyst ... Show more
Fund manager relies on the bargain strategy for small caps - with success: Portfolio manager Bill Hench has earned a reputation as a successful investor in ...
finanzen.net/nachricht/aktien/value-ansatz-fondsmanager-setzt-bei-small-caps-auf-die-schnaeppchen-strategie-mit-erfolg-13196943
The markets are currently offering a historic opportunity for investors that promises substantial returns in the coming weeks ... Show more ow.ly/aoY950QvK8j
January typically brings gains in certain small caps. Bank of America screened for names that could rally this time
cnbc.com/2023/12/28/january-typically-brings-gains-in-certain-small-caps-bank-of-america-screened-for-names-that-could-rally-this-time.html
Paid articlePaid Stock market outlook: why investors should have a good 2024: Several market signals are flashing green for stocks unlike in December 2022 ...
markets.businessinsider.com/news/stocks/stock-market-outlook-2024-spx-qqq-sp500-russell-dow-high-2023-12
Quick Glance: Stock Market: Return of the Roaring '20s?
- Stock market and economy showing signs of strengthening, possibly signaling the return of the Roaring '20s.
- Winding down of the pandemic, strong US consumer, record highs in the stock market - similarities to the 1920s.
- Ed Yardeni of Yardeni Research anticipates the return of the Roaring '20s, driven by a surge in productivity due to technological innovations.
- Sustainable stock market returns primarily driven by earnings growth, not multiple expansion - low teens returns more likely and sustainable.
VTWO: Avoid Vanguard's Low-Quality Russell 2000 Index ETF: Vanguard Russell 2000 Index Fund ETF Shares is not a compelling value opportunity ...
seekingalpha.com/article/4664859-vtwo-avoid-vanguards-low-quality-russell-2000-index-etf
Paid articlePaid Here are five small-cap value names to look at in 2024: December has been an eventful month for the Russell 2000, which is up more than 10% for the period.
cnbc.com/2023/12/21/here-are-five-small-cap-value-names-to-look-at-in-2024.html
Paid articlePaid CNBC Daily Open: Inflation mission accomplished?: Inflation looks like it’s going down decisively, not just in terms of how much things cost ...
cnbc.com/2023/12/26/stock-markets-inflation-mission-accomplished.html
Demise of Small Caps Haunts Wall Street in the Age of Big Tech: Declaring the demise of an asset class is a mistake people have made since the dawn of markets ...
bloomberg.com/news/articles/2023-12-19/demise-of-small-caps-haunts-wall-street-in-the-age-of-big-tech
Not AI, Bitcoin or ETF: Almost everyone overlooks this investment opportunity, which according to experts promises 60% growth in 2024
boerse-online.de/nachrichten/aktien/nicht-ki-bitcoin-oder-etf-fast-alle-uebersehen-gerade-diese-investment-chance-die-2024-laut-experte-60-wachstum-verspricht-20347998.html
Rewey Asset Management Q4 2023 Investment Letter: Rewey Asset Management Smid composite gained 14.50% in Q4 2023 and finished 2023 with a 19.00% gain ...
seekingalpha.com/article/4663695-rewey-asset-management-q4-2023-investment-letter
Index funds on the stock market: What you always wanted to know about ETFs: Stock exchange index funds can be found in almost all portfolios, including those of ...
m.faz.net/aktuell/finanzen/finanzmarkt/etfs-was-sie-schon-immer-ueber-exchange-traded-funds-wissen-wollten-19444274.html
Paid articlePaid Heartland Value Fund Q4 2023 Portfolio Manager Commentary: For Q4 2023, the Heartland Value Fund returned 11.7%, trailing the 15.3% gains for the Russell 2000® ...
seekingalpha.com/article/4662789-heartland-value-fund-q4-2023-portfolio-manager-commentary
Fiduciary Management Q4 2023 Investment Strategy Outlook: Financial conditions have tightened substantially, while global growth has slowed and remains modest ...
seekingalpha.com/article/4662798-fiduciary-management-q4-2023-investment-strategy-outlook
Josh Brown says this catch-up trade into year-end still has room to run: Shares of small-cap companies, which are often more reactive to economic changes ...
cnbc.com/2023/12/14/josh-brown-says-this-catch-up-trade-into-year-end-still-has-room-to-run.html
Paid articlePaid SPSM Vs. IWM: The Index Followed Drives Different Results: Despite similar market-cap and growth/value allocations, SPSM and IWM ETFs differ significantly in ...
seekingalpha.com/article/4661088-spsm-vs-iwm-the-index-followed-drives-different-results
Paid articlePaid IWMY: 57% Yield And Rapid Decay: Option popularity has skyrocketed, and the funds engaging in this arena have proliferated. Find out why IWMY ETF is a Strong ...
seekingalpha.com/article/4661224-iwmy-57-percent-yield-and-rapid-decay
Paid articlePaid Birkenstock Finally Tops IPO Price While Other Entrants Struggle: A rally across equity markets lifted Birkenstock Holding Plc and other newly public firms ...
bloomberg.com/news/articles/2023-12-04/birkenstock-finally-tops-ipo-price-while-other-entrants-struggle
RVT Crushes Blind Covered Call Selling From RYLD (Rating Downgrades): Royce Value Trust outperforms Global X Russell 2000 Covered Call ETF due to effective stock ...
seekingalpha.com/article/4660386-rvt-crushes-blind-covered-call-selling-from-ryld-rating-downgrades
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Small caps generally underperform entering a recession or economic slowdown, and this year’s high interest rates and slowing consumer spending are holding the ... Show more trib.al/YOwQmT6
FNDA: Small-Cap ETF Beating The Benchmark, But Not Some Competitors: Schwab Fundamental U.S. Small Company Index ETF has a diversified portfolio but unattractive ...
seekingalpha.com/article/4659289-fnda-small-cap-etf-beating-the-benchmark-but-not-some-competitors
Paid articlePaid Small Caps Are 'Outperforming Everything,' Analyst Says: This Rally's Been 'Years In The Making' - iShare
benzinga.com/analyst-ratings/analyst-color/23/12/36313512/small-caps-are-outperforming-everything-analyst-says-this-rallys-been-years-in-the-
Microcap Funds Are Super-Cheap. Why They Could Deliver Big Returns in 2024.: The smallest microcap stocks, which should benefit most from a sunnier economy ...
barrons.com/articles/microcap-funds-super-cheap-big-returns-2024-95c1cd0b
Paid articlePaid IJR: This Small Cap ETF Makes Alpha: Discover how iShares Core S&P Small-Cap ETF has outperformed the Russell 2000 and S&P 500, offering potential high returns ...
seekingalpha.com/article/4658529-ijr-this-small-cap-etf-makes-alpha
Paid articlePaid 3 Reasons the Stock Market’s Rally Can’t Be Trusted: Earnings, short covering, and a lack of momentum for the Russell 2000 suggests caution might be warranted ...
barrons.com/articles/stock-market-rally-trusted-buy-sell-ef82254e
Paid articlePaid U.S. Small Caps Continue To Ride The Interest Rate Roller Coaster: US small caps are experiencing an autumn stock market rally, but they continue to be heavily ...
seekingalpha.com/article/4653958-us-small-caps-continue-to-ride-interest-rate-roller-coaster
Paid articlePaid RYLD: A Magnet For Yield Chasers, Not Worth Your Time: RYLD's options strategy limits its upside exposure to the index, resulting in missed opportunities for ...
seekingalpha.com/article/4657179-ryld-a-magnet-for-yield-chasers-not-worth-your-time
Paid articlePaid Small caps generally underperform entering a recession or economic slowdown, and this year’s high interest rates and slowing consumer spending are holding the ... Show more trib.al/FkH9Fbx
Wells Fargo's 2024 Outlook: Economic 'Weak Period' Will Weigh on S&P 500: Wells Fargo sees weak performance for the S&P 500 next year. The index is expected to ...
finanzen.net/nachricht/aktien/begrenzte-aktienrallys-wells-fargos-ausblick-fuer-2024-konjunkturelle-34-schwaechephase-34-wird-s-p-500-belasten-13091659
A massive market divergence could signal trouble ahead for stocks, BTIG says: Historically, this extreme bifurcation hasn't been good for the market.
cnbc.com/2023/11/14/a-massive-market-divergence-could-signal-trouble-ahead-for-stocks-btig-says.html
Paid articlePaid Market Should Retreat 10% To 15% By Mid-March, Probably Sooner: Stocks are expected to continue rallying into year-end due to factors such as strong earnings ...
seekingalpha.com/article/4655724-market-should-retreat-10-percent-to-15-percent-mid-march-and-probably-sooner
Paid articlePaid SDAX, Russell 2000 & Co: Now 18 percent price opportunity with small caps?: Small caps could outperform the broader market in 2024, with an expected upside ...
boerse-online.de/nachrichten/aktien/sdax-russell-2000-co-jetzt-18-prozent-kurschance-mit-small-caps-20344425.html
Recession outlook: These asset markets price in wildly different odds: The Russell 2000 is pricing in a 97% probability of a recession, while 5-year Treasurys ...
markets.businessinsider.com/news/stocks/recession-outlook-odds-sp500-russell2000-small-cap-cyclical-stocks-bonds-2023-11
SMDV: Dividend Growth ETF With A Bank Problem: ProShares Russell 2000 Dividend Growers ETF implements an equal-weight methodology and a dividend growth strategy ...
seekingalpha.com/article/4654182-smdv-dividend-growth-etf-with-a-bank-problem
Paid articlePaid IWM: Why The Small Cap Bounce May Continue: The iShares Russell 2000 ETF offers exposure to small US companies and has a low expense ratio ...
seekingalpha.com/article/4654092-iwm-why-small-cap-bounce-may-continue
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