Portfolio Confidential

I have most of my holdings in large-cap Exchange-Traded Funds (ETFs) such as the S&P 500 and the Nasdaq. But I have a small 5 to 10% holding in the Russell 2000, on the theory that after a decade of lagging small and mid-cap performance, they are due for outperformance any day now. However, the mega cap strength, led by the Magnificent Seven, is making me wonder if small and mid-caps will ever outperform again. I realize that kind of throwing in the towel or capitulation is...