Comments on: 2nd Quarter 2007 Market Review

By: Super Saver

Super Saver — Mon, 06 Aug 2007 01:56:31 +0000

Jeremy,

Thanks for the submission to the Carnival of Stocks. Large Cap Growth has been the drumbeat for a couple years now. Maybe it will play out in 2007. See you at the Carnival.

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[...] X Finance presents 2nd quarter 2007 Market Review. I recently check my 401k portfolios and noticed that international, small caps, and S&P 500 [...]

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By: pfodyssey

pfodyssey — Sat, 28 Jul 2007 23:26:44 +0000

Head for the hills! Sorta…

I have also been waiting for that rotation back to growth stocks. In the meantime, I’m still heavily invested in value.

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By: Jeremy

Jeremy — Thu, 26 Jul 2007 19:16:13 +0000

I’m with you, Brad. I’m a value investor myself and over the long-term I think if you were heavy on value vs. growth you’d still be in a great position. Unless we see another run like we had from around 1995-2000 I wouldn’t see growth take a dominant role.

My equity mix is sitting at around 30% growth.

By: Brad

Brad — Thu, 26 Jul 2007 19:01:47 +0000

Regarding the growth/value reversal, I’ll believe it when I see it. Many people say that they take turns leading and lagging, but over the long haul value has always held a clear advantage. With value lagging right now, it’s just a signal to me to buy more in that direction. I also just believe that, fundamentally, it makes more sense to lean toward value.

With that said, I’ll never lean too hard away from the middle. Right now I have a value tilt, but it’s only maybe 60/40. Nothing too dramatic.