VB VBR Vanguard Small-Cap Value ETF Загрузка... : Бычьи и медвежьи мнения аналитиков

VBR (Vanguard Small‑Cap Value ETF) returned ~20% over the past year, while PLTR lost money. The author explicitly contrasts this outperformance as evidence that value (low multiples, boring sectors) works, implying a continued tilt toward small‑cap value. Rotating into a diversified small‑cap value ETF captures the “base rates matter” thesis and avoids the FOMO traps the author criticizes. A sharp rotation back into growth or a recession that disproportionately hits small caps could underperform.