Investment Strategies

Value, growth, momentum, income and how to blend them.

1. Value Investing — Value investors look for stocks priced below what the business is worth. Here is how they measure “cheap,” why cheap stocks can stay cheap and how real low-valuation stocks performed over the past year.
2. Growth Investing — Growth investors pay up for companies expanding sales and profits quickly. Here is what they look for, why high expectations cut both ways and how real fast growers performed over the past year.
3. Momentum Investing — Momentum investors buy what has been rising and avoid what has been falling. Research shows the effect is real on average, but it can reverse violently. Here is how momentum works and how to manage it.
4. Income Investing — Income investors focus on assets that pay regular cash: dividend stocks, bonds, REITs and more. Here is how the strategy works, how 2026 yields compare and the mistakes that trip income investors up.
5. Buy-and-Hold vs. Active Trading — Should you buy and hold for decades, or trade actively? Here is what real data says about staying invested, what active managers achieve and how costs and taxes tilt the odds.
6. Blending Strategies — No single strategy wins every year. Value, growth, momentum and income take turns leading. Here is how to blend them into one plan that suits your goals and keeps you invested.