In today’s markets, it can be tempting to react to headlines highlighting the concentrated performance of U.S. and technology stocks. However, history shows that market leadership shifts over time—this is not a new phenomenon. Rather than making significant changes in response to short-term narratives, a disciplined, evidence-based approach remains the most reliable path to long-term investment success. By tilting portfolios toward smaller and lower-priced stocks—which have historically delivered stronger long-term returns and added diversification—investors can position themselves for more resilient and balanced outcomes over time.
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