Quote:
Originally Posted by jerryaldini
SPX nearly back to 3000. Large cap growth has nearly completely recovered. Fortunately I've been mostly large growth for years. Only down 5 percent from the peak. Meanwhile old economy value and small caps still 15 to 20 percent below their highs. They should continue to lead on the up days now (financials, energy, industrials, transports, materials). Good time to reallocate toward value and mid and small. Also taking the opportunity to take off some overall stock risk and buy corp bonds where credit spreads are still wide. Feel like I dodged a bullet.
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This was spot on. Value and small are killing it. Rotating factors is strategic, unlike buying individual stocks.
https://business.financialpost.com/p...t-would-happen