Value vs. Growth: Why Choose When You Can Have Both?
In a sideways market, value investing can outperform the S&P by about 4% per year. In a rising market, growth can beat value by as much as 22% per year.
The problem?
1️⃣ You can’t know the type of market in advance.
2️⃣ In a buy-and-hold strategy, switching between value and growth isn’t practical.
The Stars Model solves this.
It performs well in al* market types:
Flat markets: +8% over the S\&P per year
Rising markets: +15% over the S\&P per year
Volatile rising markets: An incredible +27% per year
How? Stars blends value and growth investing in a single portfolio. Two ETFs handle stock selection and weighting—adjusting incrementally with rising or falling prices. Strategic reallocations during deep corrections create rare value opportunities, allowing significantly more growth exposure at market lows.
The result: a consistent, market-agnostic approach that captures the best of both worlds.