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All About Small Cap Equity Stock Performance
By Investment Moats  •  July 15, 2024
Instead of recording all these notes that I gathered about what is unique about small-cap equity performance in Notion, I decided just to publish them here. This will be an ongoing live document, which means I will add to it overtime. How You Can Invest In This Segment of Equity. I prefer to recommend unit trust, ETFs domiciled in Ireland, Luxembourg, Singapore for withholding and estate tax efficiency. You can get them through a broker platform like Interactive Brokers. Here are some tickers:
  1. Russell 2000 Index ETF | R2US
  2. S&P 600 Index ETF | IDP6
  3. JPM Morningstar US Target Market Exposure Index ETF | BBSC
  4. MSCI World Small Cap Index ETF | WSML
  5. MSCI USA Small Cap Value-Weighted Index ETF | USSC
  6. L&G Russell 2000 0.4 Quality Target Exposure Factor Net Tax Index | RTWO
  7. VanEck Morningstar US SMID Moat UCITS ETF (non-Systematic) | SMOT
Long-Term Small Cap Performance I recorded the long-term historical performance of various indexes over...
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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