2000, it may be a bigger component of your portfolio than you originally intended. It might be a good time to trim those profits and allocate the proceeds to areas that have lagged, such as large-cap growth stocks.
Sotolongo spent the last 18 months upping his stake in just these kinds of offerings, figuring that after seven years of lackluster returns, they were due for a rebound. Large-cap growth proved a smart move during this year’s volatility. As a group, large-cap growth is up 6.8% in 2007, one of the best domestic equity categories.