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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently hold CALF and SLYV-A as part of my small-cap part of my portfolio. SLYV is up 21.05%, while CALF is only 5.21% in one year. IWM is up 28.42% in the same period. I want to sell CALF and buy IWM. Alternatively, buy IWR as a mid-cap may have better potential.
Read Answer Asked by Numa on December 11, 2024
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