Tale of the Tape: Value vs. Growth

Israelsen, Craig L.
April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, p81
The article discusses the comparison of returns between value and growth stocks, which the client will prefer. Charts are presented which provide data on the U.S. cash, bonds, and equities performance and return premiums in a five-year period. It states that the return premiums involve growth and value which has market capitalizations including large, mid-capitalization, small-capitalization. It suggests that the overloading value stocks must be justified to eliminate the portfolio's assets.


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