Skip to content
News & commentary

MACROSCOPE 34: What does the rotation to value from growth mean for your portfolio?

Home News & Commentary MACROSCOPE 34: What does the rotation to value from growth mean for your portfolio?
Elvis Picardo

Elvis Picardo

The big investment theme this week has been the rotation to value stocks from technology, the quintessential growth sector. What does this mean for your portfolio?

Most stocks can be classified as value or growth, depending on certain characteristics or “factors.” Index leader S&P Dow Jones Indices uses three factors each to measure growth and value. Growth factors are defined as – three-year change in earnings per share over price per share; three-year sales per share growth rate; and momentum (12-month % price change). Value factors are – book value to price ratio; earnings to price ratio; and sales to price ratio. Click to read the rest of Macroscope 34.


This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of IA Private Wealth. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

How do we elevate your wealth?

It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.

News & commentary

Semi Annual Review: First Half of 2021

Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies. Click here to read Elvis Picardo’s review: Model Portfolio Update 2021 First-Half Review

Read more
The Market & Economic Environment

Market & Economic Environment

Equities continued to power ahead in June, as the TSX Composite traded over 20,000 for the first time and the S&P 500 capped its second-best performance in the first half of a year since 1998. The TSX advanced 2.2% last month, led by outsized gains in the technology sector (+18.2%); the energy sector rose 5.8% […]

Read more

Critical Illness Insurance… For the Kids

Insurance for children may seem odd at first glance, but if you look closer, you may find a few great reasons to consider it. First, approval for a Critical Illness insurance policy is, in part, underwritten based on family medical history. If you get sick, your children may not be able to get approved for […]

Read more