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108 Don’t Make Me Say I Told You So
A Blend of Growth and Value Investing
Combine growth assets with those that generate income.
Invest in large and small companies, as well as in firmly-established
and new companies.
Consider investing in companies that presently may be un-
popular but have potential to rise in value.
Effective blending may protect against market volatility.
Summary
► Investing style determines how a fund will invest to meet its
goals. The investment style also indicates the characteristics
of the stocks or bonds in which a fund may invest.
► Value investing focuses on stocks of companies that
seem to be trading at bargain prices, below their
perceived value.
► Growth investing is an investment method that focuses
on stocks that seem to have superior growth prospects,
compared with the overall economy and other stocks in
their industry.
► Consider investing in a combination of value and growth
investments, which will give you growth potential and
may provide a cushion against market volatility.
Chapter 3: You Must Have Growth In Your Portfolio
