Home  |  Personal Finance  |  Investing  | 

Understanding U.S. and Foreign Stocks

What are the categories within U.S. stocks?

To properly view this site, javascript must be enabled and Flash version 9 or higher must be installed.
Get the latest Flash player
David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
http://www.emarotta.com  
434-244-0000

David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com

What are the categories within U.S. stocks?

 

This expert: 182,570 views

This series: 11,430 views

Download to Mobile Device
Tags:

Stocks

,

Money

,

Investment

,

Portfolio

,

Assets

Comments:

0 (Read Comments) (Add Comment)

Print

Transcripts

Host: What are the categories within US stocks?

David Marotta: Within US stocks there are many different ways of diversifying your portfolio further and some advisors consider the subdivisions within the asset class of US stocks to be asset classes themselves. We consider the big category to be US stocks and then subdivide within it. One of the most common methods is put out by Morningstar, their research and it's the nine style boxes and the top row is Large Cap, the mid row is Mid Cap and the bottom row is Small Cap and then the first column is Value, the second column is Blend and the third column is Growth and they use those categories to divide up all the different stocks.

Other Videos

  • How to Invest in a Down Market

    How to Invest in a Down Market

    In this video, Financial Planner Thomas Cymer discusses some tips and possible strategies you could implement to help preserve the value of your portfolio and position yourself for future growth. The video is geared toward the long term investor, those who may be already retired or approaching retirement and are looking to prepare themselves for the certainty of uncertainty.
  • What are bull and bear markets?

    What are bull and bear markets?

  • Financial Planning

    Financial Planning

    In this video David John Marotta explains the importance of financial planning and budgeting.
  • What is student loan forgiveness?

    What is student loan forgiveness?

  • What different types of accounts are there?

    What different types of accounts are there?

  • How and When to Use a W-2 Form

    How and When to Use a W-2 Form

    Basic information to prepare an individual income tax return, Form 1040 and the basic schedules. This video is designed for those individuals who want to undertake the preparation of their tax return. There are tips and pointers for those who have attempted this feat in prior years.