Why Consider Shifting to Old-School Value Now?A full pivot? Not yet—the Titans' momentum (e.g., Nvidia's projected $3T market cap) suggests growth could run longer. But partial rotation makes sense for these reasons:Valuation Stretch: U.S. growth trades at premiums (e.g., high P/E ratios from AI capex), risking a pullback if earnings disappoint or rates stay "higher for longer." Value sectors like financials and energy are at historical discounts, offering a buffer.

Fed Cuts Favor Value: With rate reductions underway, high-yield value stocks (e.g., dividend aristocrats) thrive on lower borrowing costs and income stability, unlike growth's reliance on future promises.

Diversification Imperative: Titan concentration amplifies volatility—markets are "climbing a wall of worry" with U.S.-China tensions and fiscal strains looming. Value adds ballast, especially non-U.S. plays.

Momentum Shift Evidence: Large-cap value dividends are drawing flows amid all-time highs, with sector rotation accelerating in October (e.g., energy and industrials leading).

Actionable Steps:Core Value ETFs: Start with VTV (Vanguard Value) or IWD (iShares Russell 1000 Value) for broad exposure—low fees, ~3% yields.

Targeted Picks: Focus on undervalued, high-quality names trading below fair value with strong yields.

List to lookout for

Exxon Mobil (XOM)

Oil demand steady; 14% below fair value

Medtronic (MDT)

Device innovation; 20% below fair value

Merck (MRK)

Vaccine pipeline; 25% below fair value

PepsiCo (PEP)

Dividend aristocrat; 17% below fair value