2024-04-22 07:00:00 ET
Summary
- In this article, I start by highlighting the importance of being aware of the impact of inflation on long-term returns in portfolios.
- The chart comparing the performance of growth and value stocks shows a steady downtrend since 2007, however, I believe this trend may be reversing.
- I recommend focusing on undervalued companies with strong fundamentals, inflation-resistant business models, and prioritizing dividends in order to position for potential long-term outperformance.
Introduction
Last month, I co-produced an article titled " That One Chart I Cannot Stop Thinking About. "
While that title may have screamed clickbait (it wasn't), we discussed one of the most important topics: inflation and what this may mean for our portfolios....
Read the full article on Seeking Alpha
For further details see:
That One Important Chart Dividend Investors Need To Watch