Why the S&P SmallCap Index Consistently Beats the Russell 2000 [View article]
Kevin -- if you do your own chart over a number of years, the data is indisputable. Of course if someone is trying to time the market, my conclusion is moot. But for those of us who want long term exposure to the small cap asset class with periodic rebalancing, I don't know why anyone would use a Russell index.
To Rebalance or Not? The Moment of Truth [View article]
David - I posted a response. I think his attack is based upon a the theory that a portfolio's amount is "fixed." Frankly I enjoyed your ideas more in your ETF Guide where you use rebalancing to "lean" in and out of allocations based upon an investment thesis for the particular asset class.
Why the S&P SmallCap Index Consistently Beats the Russell 2000 [View article]
To Rebalance or Not? The Moment of Truth [View article]