Tech sell-off sparks big money shift: Here’s where to invest

Randy Gwirtzman It's really interesting. There's I would say, three factors that are kind of driving this right now. The first is there's an under allocation to small and big cap stocks right now. As my analytics group kind of pulled up, if you look at the overall allocation of Smid to the overall Russell 3000, it's about 3% allocated now to that total equity group. Typically it's 7.5%. So clearly under allocated. The second is you know, the valuations are pretty reasonable on a forward basis. Small cap sto ...