Arizona Chapter Annual Meeting with Betsy Wills

Date: Thursday, August 14 · 9:30 PM - 11:30 PM EDT
Location: Online

The Arizona Chapter Board of Directors annual meeting and we invite you to join us for a special event with Betsy Wills. Director of Rocky Mountain Chapter and founder of an investment club. Her topic will be:

The Size Effect: How Small Stocks Came to be Part of a Well Diversified Portfolio

Have you considered how small-cap stocks became integral to a diversified portfolio? The Capital Asset Pricing Model (CAPM), the first formal asset-pricing model developed in the early 1960s, is extensively utilized in finance to guide investors on expected returns relative to risk. However, a significant breakthrough occurred in 1981 with the discovery of the “Size Effect,” which identified a correlation between a company’s size and its returns. This discussion will cover CAPM, the “Size Effect,” its impact, and how including small-cap stocks in a portfolio can balance risk and potentially enhance returns. Additionally, we may explore the use of predefined Small Company and AList stock screens in the SSGPlus for a swift visual evaluation of the stocks on these lists.