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Personal Investments • Is it worth holding a small cap index fund in addition to the S&P 500?

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So far, no, there has not been a worthwhile advantage to including some small cap exposure.
Since this will be in a taxable account, I would buy a total market fund so you can easily see which shares have the lowest cap gains when deciding which ones to sell in the distant future.

Statistics: Posted by heyyou — Fri Jan 12, 2024 8:35 pm — Replies 5 — Views 622



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