Investors Urged to Rebalance Portfolios as Small-Cap, Value and Dividend Stocks Lead S&P 500
Updated
Updated · Yahoo Finance · Aug 18
Investors Urged to Rebalance Portfolios as Small-Cap, Value and Dividend Stocks Lead S&P 500
3 articles · Updated · Yahoo Finance · Aug 18
Summary
Small-cap, value and dividend shares are now leading the S&P 500, prompting advice for investors to review portfolios for drift and cut excess exposure to weakening growth trades.
Tech still ranks among the market’s best year-to-date performers, but the Magnificent Seven as a group are lagging and the broader growth theme is losing momentum.
Portfolio checks should start with asset allocation: investors who added heavily to tech or semiconductors may need to rebalance back toward target weights.
Quality is the next filter, with emphasis on steady earnings growth, strong free cash flow and consistently high Return on Equity as signs a stock can better withstand downturns.