I probably could have titled this post a bit more delicately, so my frustration with the topic wasn't so obvious. But I didn't, and it is.

Why would the fact that small-company stocks have performed so poorly this year be so frustrating? In part, because we expected they would be weak and adjusted our allocations accordingly. We just didn't imagine they would be this bad. So it's frustrating to make the right allocation decisions and still get lousy outcomes. We don't make big market calls, but we still hope to get some mileage out of the small allocation adjustments we suggest when they're spot on. That hasn't materialized this year, which is disappointing.

The table below tells the story. In it is the year-to-date performance (through last night) of the primary ETF loosely tracking each of our stock risk categories.

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