1. groups
2. investments
3. Break it down: Value vs. growth investing

Break it down: Value vs. growth investingVideo

Account Id: 4394098893001

Player Id: bb60d070-b695-4c55-9162-a421ad370a53

Video ADA Text: Break it down: Value vs. growth investing video

Transcript Browser Title: Video Transcript: Break it down: Value vs. growth investing

Description: Growth and value investing are investing styles used when buying stocks. Learn how growth vs. value investing differ and which to use in your portfolio.

English

Video Id: 6364176183112

Audio Description Video Id: 6364175205112

Length (seconds): 104

Transcript: <h2>Note:</h2> <p>Stimulating music plays.</p> <h2>On screen:</h2> <p>This video opens with a title beside a smiling finance professional through a teal lens:</p> <h2>On screen:</h2> <p>Growth vs. Value Stocks</p> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>Note:</h2> <p>A bold disclaimer in a text box reads:</p> <h2>On screen:</h2> <p>INVESTMENT AND INSURANCE PRODUCTS:</p> <ul> <li><strong>NOT A DEPOSIT</strong></li> <li><strong>NOT FDIC INSURED</strong></li> <li><strong>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</strong></li> <li><strong>NO BANK GUARANTEE</strong></li> <li><strong>MAY LOSE VALUE</strong></li> </ul> <h2>On screen:</h2> <p>The teal lens clears, and text appears over the speaker:</p> <h2>On screen:</h2> <p>Elyse Ausenbaugh</p> <p><strong>HEAD OF INVESTMENT STRATEGY,</strong></p> <p><strong>J.P. MORGAN WEALTH MANAGEMENT</strong></p> <h2>Logo:</h2> <p>The J.P. Morgan Wealth Management logo remains in the upper right-hand corner throughout the video.</p> <h2>Elyse Ausenbaugh:</h2> <p>Maybe you're familiar with value stocks because of investing legends like Warren Buffett. And maybe you know about growth stocks because of their market dominance over the past decade.</p> <h2>On screen:</h2> <p>Text appears at the bottom of the screen: 'Based on relative outperformance of the S&amp;P 500 Growth index and S&amp;P 500 Value index from 2014 to present. Bloomberg Finance L.P. As of May 2024.'</p> <h2>Elyse Ausenbaugh:</h2> <p>But what actually is a value stock versus a growth stock? And which one is right for your financial strategy? Value stocks are characterized as companies whose stock prices don't fully appreciate how well the company is performing.</p> <h2>On screen:</h2> <p>Text appears over teal:</p> <p>Value Stocks</p> <p>companies whose stock prices don't fully appreciate how well the company is performing</p> <h2>Elyse Ausenbaugh:</h2> <p>They tend to be well established, often pay out dividends, and can be relatively less volatile.</p> <h2>On screen:</h2> <p>The three characteristics appear in bullet points</p> <ul> <li>Well established</li> <li>Pays out dividends</li> <li>Often less volatile</li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>Growth stocks, on the other hand, are more about what investors perceive about the company's future potential.</p> <h2>On screen:</h2> <p>Text appears over purple:</p> <p>Growth Stocks</p> <p>more about what investors perceive about the company's future potential</p> <h2>Elyse Ausenbaugh:</h2> <p>The companies tend to reinvest their profits back into the businesses rather than paying out a dividend, with the hope that it will fuel relatively high earnings growth in the years ahead.</p> <h2>On screen:</h2> <p>The two characteristics appear in bullet points:</p> <ul> <li>Profits are reinvested into the businesses</li> <li>Hope to fuel relatively high earnings growth in the years ahead</li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>Value and growth stocks are attractive for different reasons, and you don't have to pick one or the other.</p> <h2>On screen:</h2> <p>Text highlights her point: 'You don't have to pick one or the other'</p> <h2>Elyse Ausenbaugh:</h2> <p>In fact, having exposure to both can strengthen certain financial strategies, like ones for building retirement wealth. How though?</p> <h2>On screen:</h2> <p>A circle chart illustrates 70% over text: 'Non-retired Americans worried about how they'll make money in their golden years.</p> <h2>On screen:</h2> <p>Toward the bottom of the screen a source footnote reads: 'Gallup, &quot;Americans' Outlook for Their Retirement Has Worsened.&quot; (May 25, 2023)'</p> <h2>Elyse Ausenbaugh:</h2> <p>With over 70% of non-retired Americans worried about how they'll make money in their golden years, retirement income remains an ever-relevant topic. Dividends, which are typically quarterly payments paid out by companies to their shareholders, can help augment your income in addition to other assets like bonds.</p> <h2>On screen:</h2> <p>Icons appear, illustrating 'Dividends.' They show cash flowing from a pair of buildings labeled 'Companies' to three figures labeled 'Shareholders.'</p> <h2>Elyse Ausenbaugh:</h2> <p>But remember too that you could end up enjoying retirement for decades, so it's prudent to consider having some exposure to the long-term potential offered by growth stocks. Whether you prefer growth or value stocks, there's always a team of professionals ready to help you.</p> <h2>On Screen:</h2> <p>J.P. Morgan Wealth Management logo.</p> <h2>On screen:</h2> <p>For more information, contact a financial advisor today.</p> <h2>Elyse Ausenbaugh:</h2> <p>For more information on how to work growth or value stock investing into your Wealth Plan, contact a financial advisor today.</p> <h2>Note:</h2> <p>Legal disclaimers.</p> <h2>On screen:</h2> <p>The information presented is being provided for informational and educational purposes only. It is not intended nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy.</p> <p>Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. <strong>Outlooks and past performance is not a guarantee of future results.</strong></p> <p>The price of equity securities may rise or fall due to the changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to &quot;stock market risk&quot; meaning that stock prices in general may decline over short or extended periods of time.</p> <p>There are no guarantees that dividend paying stocks will continue to pay dividends. In addition, dividend paying stocks may not experience the same capital appreciation potential as non-dividend-paying stocks.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through <strong>J.P. Morgan Securities LLC (</strong>JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

Thumbnail