What are the categories within U.S. stocks?
Get the latest Flash player
-
Save to Favorites
What are the asset classes within appreciation?
What are the categories within U.S. stocks?
What is a stock's capitalization?
What is a stock's fundamental valuation?
What is the importance of value and small cap stocks?
What other categories are used to diversify U.S. stocks?
Why should I invest in foreign stocks?
Are foreign small cap & value stocks better than a foreign index?
What other foreign stock categories tend to do better than average?
What is an asset class?
Financial Planning
Are there rules for handling finances when you are married?
What is the fastest way of doubling my money?
What are the categories and types of U.S. Bonds?
What are the asset classes within appreciation?
What investments fall in the asset class "Hard Asset Stocks?"
How long should I plan on needing money during retirement?
What is a stock index?
How can I keep the expenses of investing as low as possible?
How is a stock's price determined?
What is a mutual fund?
How do I start investing?
What different types of accounts are there?
What is dollar cost averaging?
Is bankruptcy ever the right option?
Why does the stock market fluctuate?
In addition to finances, what issues are important for retirement planning?
The Importance of a Written Financial Plan for Retirement
Investing the Right Way During Retirement
Avoid CD Investment For Retirement
Systemic Withdrawal Plan For Retirement Investments
Creating A Plan For Retirement
Understanding Health Care Costs During Retirement
Refinancing A Mortgage Before Retirement
Evaluate Income Sources Before Retirement
Annuitizing Income
Financial Strategy For A Down Economy
Investment For Beginners
Investment Planning
David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
434-244-0000
questions@emarotta.com
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?
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.
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.
What investments fall in the asset class "Hard Asset Stocks?"
Do hard asset stocks act like other stocks?
Is investing in hard asset stocks the same as investing in commodities?
Baby Food - Stocks and Soups
Why not invest everything in stocks?
Stock Market Investing - Stocks on the rise
What is a stock index?
What is an index fund?
What is the NASDAQ Index?
(Add Comment)