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Blending Small-Cap Growth and Value Stocks by federicoestel41 is a document available to read on EtoBox.

What is Blending Small-Cap Growth and Value Stocks about?

The paper explores the blending of small-cap growth and value stocks through periodic and threshold rebalancing strategies, aimed at improving portfolio performance for small investors. A case study on the US stock market evaluates various portfolio configurations tracking the S&P 500 Index, revealing that periodic rebalancing enhances returns while threshold rebalancing reduces volatility. The findings suggest that combining different investment styles can lead to better risk-return characteristics in smal

Author
federicoestel41
Language
EN