Retirement Quick Tips with Ashley

Are Value Stocks Coming Back In 2021? | Weekly Recap


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It’s Sunday, which means...It’s recap time! 

This week on the One Minute Retirement Tip podcast, we explored the question: Are Value Stocks Coming Back In 2021?

In case you missed it, here’s what we covered this week: 

  • What is a value stock? 
  • Growth vs. value stocks - over the last 10 years, we’ve seen the widest gap on record in the outperformance of growth compared to value stocks.
  •  Then we looked at why value stocks may be making a comeback now
  • And why you may want to rotate out of your growth stocks and into more value stocks, especially if you’re near retirement and worried about inflation 
  • And yesterday, I shared with you my recommendation for value stocks and their place in your portfolio. 

Hopefully after listening to the One Minute Retirement Tip this week, you aren’t blindly drinking the big tech stock kool-aid, like so many investors are today. Who wouldn’t want to jump on annualized returns of 14% over the last 10 years, right? Well, maybe not you if the favor and fundamentals are shifting back to value stocks.

Many high-quality value stocks are undervalued even as the stock market hovers around it’s all time highs. 

Tomorrow we’re starting a brand new theme: The 4 L’s of Retirement: Longevity, lifestyle, liquidity, legacy. I’ll talk about why balancing these 4 factors will help you make smart decisions that are consistent with your goals and values in order to bring more satisfaction to your retirement years. 

And if you haven’t checked out my YouTube channel - True North Retirement - head over to YouTube and subscribe. I post a new video on Sundays, and each video is aimed at helping you live a fulfilled and financially secure retirement. Last month, the channel hit 500 subscribers, which is still teeny tiny, but very exciting...so if you’re enjoying the podcast, I know you’ll love the YouTube videos as well.

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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>>> Subscribe on iTunes: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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