Look at individual stocks and add the growth factor If you want even better returns than what you can get from rebalancing the S&P 500 and globally, you have to look at individual stocks that are in a temporarily weak sector but are still doing well and perhaps even growing. The growth might not be coming from earnings (as the sector is in trouble), but could come from acquisitions as the best acquisitions are made when assets are cheap. What is also important is to insert economic growth and development into the CAPE. Given that China and India have been growing at staggering rates in the
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