This blog updates the various market-cap (large, mid, and small-cap) and styles (growth versus value) every 6 weeks, so the…
This spreadsheet is a little “busier” than I’d wanted for readers, but the border areas show full-year returns by “style”…
The “forward 4-quarter” estimate this week jumped to $199.34 from last week’s $192.56, which is an increase of $6.78 per…
Data Source: Morningstar For the first time really since 2016, “Value” is outperforming “Growth” by a material margin. The value…
Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…