REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS

September 28, 2019
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS.

  • U.S. growth stocks, mega-caps, in particular, have dominated markets and portfolios for years
  • Their powerful performance means they have outsized positions in indexes and portfolios
  • Out of favor groups like small caps, cyclical stocks, value, and emerging markets have been beaten down and in many cases are selling at the lowest relative values to large-cap growth since the financial crisis
  • Divergence in valuations has created an opportunity not seen in years, to take some profits from overvalued large-cap growth and add to these unpopular and undervalued sectors

Watch the related WEALTHTRACK episode.


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