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.

Why blend

Different strategies shine in different conditions. Growth led for much of the 2010s; value held up better in 2022; momentum rides trends until they break; income cushions downturns. Blending them can smooth returns and make it easier to stick with your plan when one style is out of favor.

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