BUY BWB - Business With Brian Conviction3/5 Analysis quality70/100 when interest rates drop
The YouTuber recommends RWJ, an ETF that weights small-cap companies by revenue, noting its different sector allocation compared to traditional small-cap funds. He highlights its historical outperformance against the S&P 500 over five years and believes the next 1-5 years will be favorable for small-cap stocks, especially when interest rates decline.
“This slight change in strategy does make a fairly big difference in the performance of the ETF over the trailing 12 and the three and the five years where they are all comparable to the S&P 500 but at a 5-year ker of 16.6% well it does happen to beat out the S&P 500 by over 1,00 basis points over 5 years.” — ▶ 8:40