Our Insights

August 2020 – 3 in 3

 This month, Jason Weaver covers types of value investing, dividends and the composition of the S&P 500.

TYPES OF VALUE INVESTING

Core Value
Buying companies with low stock valuations compared with similar companies or the market as a whole.
Deep Value
Investing in stocks that are significantly undervalued, have been unfairly punished by the market, and are well positioned for a rebound
Intrinsic Value
Intrinsic Value is the perceived value of an investment’s future cash flow, expected growth, and risk.

DIVIDENDS

Dividend stocks can provide investors with predictable income as well as long-term growth potential. Most value stocks pay dividends, although this isn’t a set-in-stone rule. Historically, stock dividends have been more stable than stock prices.

COMPOSITION OF THE S&P 500

27% Technology, 15% Health Care, 11% Consumer Discretionary, 11% Communications, 10% Financials, 8% Industrials, 7% Consumer Staples, 3% Utilities, 3% Real Estate, 3% Energy, 2% Materials

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July 2020 – 3 in 3 Market Update

August 2020 – 3 in 3 Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with our firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.