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Beyond the S&P 500: Diversify with Microcaps & International Value Stocks

Beyond the S&P 500: Diversify with Microcaps & International Value Stocks

Schwab Network · Schwab Network

May 21, 20259m 18s

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Show Notes

Mark Matson encourages investors to look beyond the S&P 500 and tech giants like Apple (AAPL) and Microsoft (MSFT) to achieve true diversification. Instead, he suggests considering microcap stocks, small-value stocks in the U.S., and large international value stocks. He warns against, what he considers "toxic investments" like cryptocurrency, including Bitcoin (/BTC), and hedge funds, citing high fees and low returns.


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