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How You Can Profit As Market Shifts From Growth To Value Stocks

By Chris Carosa

Over the last decade, growth stocks have performed significantly better than value stocks. However, over the past year, it appears that the pendulum has swung to favor value stocks. Recent data suggests the trend is accelerating.

Focus on rebalancing — not market timing — may prove most essential to those with long-term horizons. "Retirement investors should understand the difference between growth and value stocks in order to make sure that they are not inadvertently overexposed to one or the other,” explains Matthew C. Lui, CFA, CAIA, vice president of investment research at Canterbury Consulting.

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