Large-cap stocks like Apple and Microsoft dominate the market, but high valuations suggest limited growth, highlighting the need to explore new opportunities. RVT offers a unique investment in small-cap stocks with experienced management, diversified portfolio, and a sustainable, variable distribution policy. Limited analyst coverage in the small-cap universe provides ample opportunities for active management to find undervalued stocks.
A former billionaire highlights the risks of counting unrealized gains. Why dividend stocks often do not go up a lot in price. How to grow your capital, even when prices don't go up.
PIMCO and Royce run some of the most long-lived and effective income-generating funds in the world. You need long-lasting income to meet your retirement needs head-on. By leveraging fund managers, you can utilize their expertise to your benefit.
RVT has a long history of outperforming small-cap equity benchmarks. While small-cap stocks have lagged large-caps in recent years, RVT offers good value and an 8% yield. RVT is a good option for long-term portfolio exposure to small caps.