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Investment Strategies / Mechanical Investing
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Author: Baltassar   😊 😞
Number: of 5500 
Subject: Re: Trends and Ranks 17-Apr-26
Date: 04/22/26 6:39 PM
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I think musselmant's etf was RUSSELL 2000 (top 200 of).

My apologies. I somehow assumed it was the Russell 3000 (an expression that is rarely seen, so even less excuse!).

Top of the small-caps is almost certainly going to outperform small-caps in general, I'd say. One of my two long-terms holdings is the Schwab Midcap ETF (SCHM) which holds the S&P400 (mid-caps) plus the next 100 small-caps. Nothing special -- I haven't added to it in years -- but I've held it for so long (taxable account) that selling it would be insane. Its basically somebody else's money at this point.

Baltassar
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