• Value stocks vs growth stocks

  • Going to have differing returns

  • Can enhance returns and reduce volatility

  • Modern portfolio theory

    • asset allocation of small, mid and large cap

  • Growth examples

    • Netflix

    • Amazon

    • Microsoft

    • Facebook

    • Mastercard

  • Understand the value of what you're buying!

  • Growth stocks become grossly overpopulated

  • Time in a stock not timing a stock

    • volatility creates the opportunity

  • Don’t get worried about corrections if you’ve done your asset allocation correctly

  • Reversion to the mean

  • The fundamentals of a business matter

September 11, 2019