This year has quickly turned out to be a disappointment for any buy and hold strategy. With a confluence of global worries accompanied by governmental actions (and in-actions), equity markets have been under severe selling pressure.
While the Russell 2000 Small Cap index hit an all-time high just a few short months ago, that same group has taken a major hit lately. Below is a summary of the year-to-date returns broken down by market capitalization.
As could be expected, the flight to safety has been toward larger stocks.
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour….