I've stumbled upon this article in the FT Weekend Money yesterday: https://www.ft.com/content/bb083f00-a79d-11e8-a1b6-f368d365bf0e
Found their research solid. In short, Terry Smith argues that an exposure of 35% to Small Caps in an otherwise MSCI World-portfolio is free money.
One thing I've noticed - it's only a nudge of 0.01% weekly, so about 0.5%/year. What do you think, fellow investors? :)
Submitted September 03, 2018 at 06:02AM by canoned https://ift.tt/2Cb42SI
