We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investmentWhat is a sell disciplineWhat are four good reasons to sell an investmentWhy and why not to invest in the Ark Innovation ETF (ARKK)Why growth stocks are getting crushed in the current market sell-offHow frequently does the stock market correct by more than 10% Thanks to Mint Mobile for sponsoring the episode. For more information on this episode click here. Show Notes Bitcoin Bounces Back After Falling Below $33,000 by Anna Hirtenstein—The Wall Street Journal Selling Out, Memos From Howard Marks—Oaktree Capital Management Here's Cathie Wood's advice to her fund's investors after a 58% sell-off in Ark's flagship ETF by Matthew Fox—Markets Insider Related Episodes 291: How To Survive the Coronavirus (COVID-19) Shutdown 302: Investing is Not Knowing See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Small and mid-cap stocks have underperformed large-cap stocks for over a decade. Is now the time to increase your allocation? Topics covered include: How big are small and mid-cap stocksHow have small and mid-cap stocks performed relative to large-cap stocksHow have active small and mid-cap managers performed relative to indexing optionsAre bigger IPOs contributing to small and mid-cap stocks underperformanceHow expensive or cheap are small-cap stocks relative to large-capWhat is the capital asset pricing model and how do academics use it to identify outperforming factorsHow value, momentum, and quality drive small-cap stock outperformanceHow to invest in small and mid-cap stocks Thanks to Policygenius for sponsoring the episode. For more information on this episode click here. Show Notes The Morningstar Active/Passive Barometer Initial Public Offerings: Updated Statistics January 5, 2022, by Jay R. Ritter—Warrington College of Business, University of Florida The Nexus of Anomalies-Stock Returns-Asset Pricing Models: The International Evidence by Rahul Roy and Shijin Santhakumar The Cross-Section of Stock Returns before 1926 (And Beyond) by Guido Baltussen, Bart van Vliet, and Pim van Vliet Factor Timing: Keep It Simple by Michael Aked—Research Affiliates See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.