Not exact matches
For
stocks, it's important to have
stocks in your portfolio from a large variety of companies,
including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large -
cap or
small -
cap stocks; from companies in different countries and from companies that either have
growth potential or good dividend yields.
The tactical approach on where to invest
included advising investors to tread carefully with fixed income investments, favouring large
cap companies to
smaller cap companies and to focus on what he calls «dividend -
growth stocks».
Many market participants (
including investors, product providers, and analysts alike) assume that, just as value
stocks on average outperform
growth,
small -
cap stocks on average outperform large -
caps.
Equity fund sample
includes the Morningstar historical categories: Diversified Emerging Markets, Europe
Stock, Foreign Large Blend, Foreign Large
Growth, Foreign Large Value, Foreign
Small / Mid Blend, Foreign
Small / Mid
Growth, Foreign
Small / Mid Value, Japan
Stock, Large Blend, Large
Growth, Large Value, Mid -
Cap Blend, Mid-
Cap Value, Miscellaneous Region, Pacific ex-Japan
Stock,
Small Blend,
Small Growth,
Small Value, and World
Stock.
Growth assets could
include real estate investment trusts (5 %), Canadian equities (large
cap 8 %,
small cap 4 %), US equities (10 % large, 8 % mid and
small) plus international
stocks (10 % large
cap, 8 % emerging and
small cap).
I scour more than 200 advisories and research reports to select the top recommendations
including growth stocks, value
stocks, technology,
small -
caps, biotech, pharmaceuticals, funds, ETFs and more.
Stock funds
include value funds,
growth funds,
small cap funds, mega
cap funds, etc..