Rules of the Game: Large-Cap Growth Beyond Cupertino
In my last story, I focused on some relatively recent IPOs that could add alpha to a portfolio that otherwise consisted of more mature, stable large caps and not-so-exotic ETFs.
When evaluating your strategic or tactical allocation shifts for 2013, another component to consider is large-cap growth. For the past few years, that has tended to mean wedging in some Apple (AAPL) shares. I am by no means writing off the stock, and we continue to hold it in some client portfolios. But the road to large-cap growth does not begin or end in Cupertino....409 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.
Already a Subscriber? Please login.