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>> Anyone else who uses this have this happen or know why the prejudice against small caps? <<

I don't know. I think the logic is that since large caps are 90% of the U.S. dollar-weighted stock market, you should hold far more large cap than small cap.

But for a younger investor who can take more volatility for higher return, that's hogwash. Having small caps over 30-40 years isn't significantly riskier, returns more, and when overweighted in an asset allocation plan, it increases return AND reduces volatility.

I hold almost as much small cap as large cap. Still, small caps have strongly outperformed in the last four years or so, so the big boys are overdue for a relative comeback. Still, that doesn't cause me to change my allocation.

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