Evidently, six parts wasn't enough in my series on REITs! A question remains - individual REITs appear to be better than a utilities index fund, but that begs the question: are individual utilities better than REITs? What about small-cap value? Here I put three scenarios to the test.
I wrote in June about my preferred way to invest in small-cap value equities: VIOV. Have learned some things since then, especially how to figure out just how small-cap and value a given ETF actually is. So, I decided to open up the search again.
If you’re looking for more variety within your equity position, consider a portion in a small-cap value fund such as VIOV. Smaller, less popular stocks tend to be on the riskier side of the spectrum for equities, but these can lead to higher expected returns over the long term.
