Monday, Mar 29th 2021

Déjà Vu: Growth Stock Sell-Off

Commentary

The last few weeks have given us déjà vu. US growth stocks sold off amidst a surge in interest rates (on inflation worries). This correction reminds us in many ways of the COVID panic selloff that occurred just a year ago.

In March 2020, during the depths of the COVID driven correction, we identified the "patient" (US economy) as being very sick, but not terminally ill. Our advice to investors was to remain calm and leverage the dislocations being offered up by markets to size up their Titan holdings at bargain bin prices.

"We think it's go time for long-term investors. We don't know when a bottom will come, but it will, and our durable portfolio of companies is selling for extremely attractive valuations for long-term investors." - Titan Research (March 2020)

Obviously there is a world of difference between the macro environment of today and March 2020. For one, COVID is generally much more under control now with vaccine distribution ramping up. Last year's selloff also happened before the Federal Reserve stepped in with unprecedented economic stimulus.

However, we think the similarities provide clues into how investors should position their portfolios going forward.

To access the memo, head to the link above.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

What Are Stock Market Corrections & How Long Do They Last?


What Are Growth Stocks?


What Is Value Investing? A Beginner’s Guide


Value vs. Growth Stocks: How Are They Different?

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice. Check the background of these firms on FINRA's BrokerCheck.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.