2024-03-18 07:20:04 ET
Summary
- Momentum favors large caps over mid and small stocks, but growth large caps appear tired, suggesting sector rotation.
- The Vanguard Mega Cap Value ETF is a suitable fund for those bullish on large caps.
- MGV has a well-diversified portfolio with top holdings including Berkshire Hathaway, Broadcom, JPMorgan Chase, UnitedHealth Group, and Exxon Mobil.
Momentum continues to favor large-caps over mid and small overall, but growth large-caps look tired. Tech stocks have diverged so dramatically from nearly everything else that I suspect sector rotation is in order. If I'm right, that inherently also means value gets some reallocation out of growth. If I'm right, and you're still bullish on large-caps eating the world, the Vanguard Mega Cap Value ETF ( MGV ) is likely the fund for you....
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MGV: Large Value Makes More Sense Now