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Diversify among stocks and bonds and stock styles like large and small caps, value and growth, and international and domestic.
The fact is that years ago I learned that different investment styles — big caps, small caps, value, growth — each have their seasons.
Similar(55)
Another of Brown's June buys reflects the ascendancy of mid-cap value stocks: iShares S&P 400/BARRA Value.
Small-cap value funds.
Robbins's cap value is $4.28 million.
For mid-cap value funds, the story was similar.
Royce Opportunity is a small-cap value fund.
"There are very few small-cap value stocks," he said.
He is bullish on small-cap value stocks.
He recommends dividing the foreign half into five index funds, with equal parts large-capitalization blend, large-cap value, small-cap blend, small-cap value and emerging markets.
The other approaches are large-cap value and large-cap growth.
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